Freedom Day Solutions

Name

Freedom Day Solutions

Legal name

Freedom Day Solutions, LLC

Website

https://freedomdaysolutions.com

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Headquarters

HQ city

Houston

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Investment Advisory Services: As a registered investment adviser with the SEC, Freedom Day Solutions provides financial planning and investment management services. They are independent of any bank or brokerage. The firm charges advisory fees for managing client portfolios and providing ongoing financial guidance. They also offer the Freedom Day Dividend ETF (MBOX) through Quasar Distributors.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Freedom Day Solutions is an SEC-registered independent investment adviser that provides personalized financial planning, in-house investment management, and ongoing advisory services to families and business owners. The firm focuses on calculating each client's "Freedom Day" — the point at which multiple streams of income exceed all expenses and last until age 100 — using a one-page plan, rules-based quantitative stock selection, and a tax-efficient Mailbox Money income strategy. They also offer the Freedom Day Dividend ETF (MBOX) distributed through Quasar Distributors.

Product overview

Freedom Day Solutions is a financial advisory firm offering an integrated suite of financial planning and investment management services. The core offering centers on the Freedom Day Plan—a one-page financial plan that calculates when multiple streams of income exceed all expenses. The firm provides three main services: Financial Planning, Investment Management (with in-house portfolio research and active management), and Ongoing Advice. Supporting products include Mailbox Money (a dividend growth strategy combining municipal bonds and dividend stocks), the MBOX ETF (Freedom Day Dividend ETF), the GRINdex (a proprietary peace-of-mind metric), and Seasons of Life Planning for life-stage transitions.

Differentiator

Problem solved

Functional benefit

Brands

• MBOX ETF: Freedom Day Dividend ETF - an actively managed dividend growth portfolio and rules-based quantitative selection process.
• GRINdex
• Freedom Day

Products and services

• Financial Planning Dynamic, one-page financial plan built on a deep understanding of client goals that calculates each client's Freedom Day — when multiple streams of income exceed all expenses (needs and wants) and last until at least age 100. Designed for families and individuals seeking clarity in retirement planning.
• Investment Management In-house portfolio research and active management using a rules-based, quantitative stock selection process with strict buy and sell disciplines based on purely objective math. Designed for individual investors and families.
• Ongoing Advice Continuous expert financial guidance through every turn and season of life, providing partners with an experienced team committed to long-lasting advisory relationships.
• Mailbox Money Strategy Tax-efficient income strategy combining tax-free municipal bond interest with qualified stock dividends to create income streams taxed at approximately 10% effective rate. Designed for retirees and income-focused investors.
• MBOX ETF (Freedom Day Dividend ETF) An actively managed dividend ETF fund applying the firm's rules-based, quantitative dividend growth selection process with objective math-based buy and sell disciplines. Distributed by Quasar Distributors, LLC.
• Seasons of Life Planning Life-stage financial planning service addressing major transitions including back-to-school planning for adult children, retirement planning, and legacy/estate planning for individuals and families.

Quantifiable outcome

• Income streams must last until age 100 in all Freedom Day Plans
• +1 more outcomes

Named customers4 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Partnerships

One partnership is on record.

• Quasar Distributors, LLCminorChannel Partner/ Reseller/ DistributorQuasar Distributors serves as the distributor for the Freedom Day Dividend ETF (MBOX). The ETF is an actively managed dividend growth portfolio using rules-based, quantitative selection. Quasar handles the distribution of this investment product to investors.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Trailhead Planners: Independent, fee-only RIA focused on retirement and financial planning; directly mentioned in the source data as the prior firm of Freedom Day Solutions' Director of Financial Planning. Comparable in size, independence positioning, and retirement-planning focus.
• Buckingham Wealth Partners: Independent wealth management firm with a strong emphasis on evidence-based investing and retirement income planning. Comparable in being an independent, fee-only advisor serving households with planning-led, as opposed to product-led, engagements.
• Beacon Pointe Advisors: Independent, employee-owned RIA providing comprehensive financial planning and investment management to families and business owners. Comparable in independence structure, household focus, and blend of planning plus discretionary portfolio management.

Broad incumbents

• Carson Group: Large RIA support platform providing business coaching, technology, and community to independent advisors. Comparable in cultivating the independent-advice value proposition and offering proprietary tools and content to advisor clients.
• Creative Planning: Large fee-only RIA offering comprehensive financial planning, investment management, and tax services to households and business owners nationwide. Comparable in fee-only, planning-led service model serving the same end-client segments.
• Hightower Advisors: RIA consolidator with a federated model preserving advisor independence while adding scale, technology, and M&A capability. Comparable in appealing to clients who want independent advice over bank/brokerage alternatives.
• Focus Financial Partners: Leading RIA consolidator partnering with independent, fiduciary wealth management firms. Comparable end-client demographic and independent-advice positioning; relevant as a potential acquirer or competitive counterparty.
• Mariner Wealth Advisors: National RIA offering comprehensive financial planning, investment management, tax, and estate services to households and business owners. Comparable in planning-led, fee-only model serving the same client segments at greater scale.

Emerging players

• Facet Wealth: Modern, tech-enabled RIA delivering flat-fee financial planning to mass affluent households. Comparable in independence ethos, planning-led service, and emphasis on transparent, conflict-free advice away from product sales.
• XY Planning Network: Network of independent, fee-only financial advisors serving Gen X and younger clients, with strong content and community identity. Comparable in the independent, planning-first positioning and reliance on thought leadership for client acquisition.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/ryankruegerroi
• YouTubeyoutube.com/@yourmailboxmoney
• Facebookfacebook.com/freedomdaysolutions
• LinkedInlinkedin.com/company/freedom-day-solutions

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Freedom Day Solutions