Billie McClain
Freedom Value Partners · Lenexa, Kansas
Billie McClain is a fee-only financial advisor at Freedom Value Partners in Lenexa, Kansas, who holds the CFA credential. Freedom Value Partners reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Freedom Value Partners |
|---|---|
| Based in | Lenexa, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $119.1M across 95 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in KS, MO · CRD 5995173 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | freedomvaluepartners.com |
How Billie's firm compares
- Freedom Value Partners's average account is about $1.3 million, from its Form ADV (assets managed divided by 95 accounts).
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Questions about Billie
Is Billie McClain a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Billie holds no broker registration, and Freedom Value Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Billie charge for financial advice?
Billie's firm, Freedom Value Partners, reports charging a percentage of assets on its SEC Form ADV.
Where is Billie McClain based?
Billie McClain is based in Lenexa, Kansas.
What credentials does Billie McClain hold?
Billie McClain holds the CFA credential.
Is Billie McClain registered with the SEC?
Yes. Billie McClain is registered as an investment adviser representative in KS and MO (CRD 5995173), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Freedom Value Partners manage?
Freedom Value Partners reports $119.1M across 95 accounts in assets under management.
How do I contact Billie McClain?
Through Billie's website, freedomvaluepartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Lenexa
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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