Allen
Osgood

Financial Freedom

CRD#4531333
Investment Advisor
in Cincinnati, OH

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About this Advisor

Allen Osgood is a certified financial planner who works out of Cincinnati, Ohio with a total of 20 years of relevant experience. Osgood is currently employed by Financial Freedom. They have spent their whole career at Financial Freedom. Osgood is able to serve investors in Florida, Ohio and Pennsylvania. Financial Freedom is a financial advisory business operating out of Cincinnati, OH. The investment advisory business has offices in four locations and just three employees. It manages $309 million in assets under management across its 742 client accounts, making it one of the mid-sized firms in the country by assets under management. Of its 742 accounts, 75% are associated with high-net-worth investors who have at least $1 million in investable assets. Financial Freedom performs a few services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors largely depend on which services are offered. Fees billed by Financial Freedom can be comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

20 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8044 Montgomery Road Suite 700
Cincinnati, OH 45236

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Financial Freedom Brokerage Details

Total Assets Under Management

$309,162,000

OH Average: $2,106,341,625
Total Number of Employees

3

OH Average: 34
Total Number of Accounts

742

OH Average: 1,972
Average Account Size

$416,660

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Allen Osgood Work History

Allen has been registered as a financial advisor for 20 years.*

1993 - Present (31 years)

Financial Freedom, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Allen Osgood to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Financial Freedom

Allen Osgood
Cincinnati, OH
Allen Osgood
Malvern, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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