Firm
Family Freedom Wealth Management
Addison, Texas
Fee-only
Family Freedom Wealth Management at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 1 individual clients.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Addison, Texas |
|---|---|
| Website | familyfreedomwm.com |
| Phone | (972) 931-9730 |
Family Freedom Wealth Management fees
Family Freedom Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $0 million |
| Individual clients | 1 |
| Accounts managed | 1 |
| Employees | 2 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 2, 2026 |
| SEC record | CRD 333216 |
Advisors at this firm (2)
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