Financial Freedom For Dentists Llc
- Regulatory AUM
- $182M
- Discretionary
- $182M
- Clients
- 143
- Avg AUM / client
- $1.3M
- Accounts
- 448
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Jun 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 82 | $11.8M | 6.47% |
| High net worth individuals | 37 | $108M | 59.5% |
| Pension and profit sharing plans | 24 | $62.1M | 34.1% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Nathan John Ricks | Chief Compliance Officer | CFP | Apr 2019 (7y) | 75% or more |
| Loyd Burleson | Registered representative | CFP | May 2021 (5y) | |
| Christian James Sessions | Registered representative | Sep 2023 (3y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/30/2026 | 893 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $172M (95% of AUM) Jun 2026
- Matrix Trust Company $10.0M (5% of AUM) Jun 2026
- Broadridge Matrix $9.8M (8% of AUM) Jul 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 30, 2026.
View current Form ADV (SEC/IAPD) ↗