Thomas Hatfield
Family Freedom Wealth Management · Addison, Texas
Thomas Hatfield is a fee-only financial advisor at Family Freedom Wealth Management in Addison, Texas, who holds the CFP credential. Family Freedom Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Family Freedom Wealth Management |
|---|---|
| Based in | Addison, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2K across 1 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 239688 |
| Exams passed | Series 63 (1999) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | familyfreedomwm.com |
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Questions about Thomas
Is Thomas Hatfield a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Family Freedom Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Thomas charge for financial advice?
Thomas's firm, Family Freedom Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Thomas Hatfield based?
Thomas Hatfield is based in Addison, Texas.
What credentials does Thomas Hatfield hold?
Thomas Hatfield holds the CFP credential.
Is Thomas Hatfield registered with the SEC?
Yes. Thomas Hatfield is registered as an investment adviser representative in TX (CRD 239688), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Family Freedom Wealth Management manage?
Family Freedom Wealth Management reports $2K across 1 accounts in assets under management.
How do I contact Thomas Hatfield?
Through Thomas's website, familyfreedomwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Addison
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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