Allen
Osgood
Financial Freedom
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About this Advisor
Allen Osgood is a certified financial planner based in Malvern, Pennsylvania with a total of 21 years of industry experience. Osgood works at Financial Freedom. They have been an employee of Financial Freedom for their complete career. Osgood holds a Series 65 license, qualifying them as an investment advisor representative, and is registered to advise clients in Florida, Maine, Ohio and Pennsylvania. Financial Freedom is an advisory firm that has its headquarters in Cincinnati, OH. It has offices in four locations and just three advisors. It has $309 million in assets under management across its 742 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 742 customer accounts, 75% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The business provides a few services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial management typically depend on which services are provided. Fee types charged by Financial Freedom may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Financial Freedom Brokerage Details
$309,162,000
3
742
$416,660
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 21 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
Cincinnati, OH
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.
