Firm
Financial Freedom, LLC
Sarasota, Florida
Fee-only
Financial Freedom, LLC at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 4 advisors are listed here; all hold the CFP.
- Its Form ADV reports 4 employees and 114 individual clients, 96 of them high net worth.
- Its average account is about $566,000 (assets it manages divided by its 783 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Sarasota, Florida |
|---|---|
| Website | finfree.com |
| [email protected] | |
| Phone | (800) 503-9500 |
Financial Freedom, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $1,000,000 |
|---|---|
| How it charges | Hourly · Ongoing planning fee |
In the firm's words
"A minimum of $1 million of investable assets." source
"The development of your comprehensive financial plan is completed on an hourly basis." source
"we transition to an On-Going Wealth Management relationship using an agreed-to retainer amount." source
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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $443 million |
| Individual clients | 18 |
| High-net-worth clients | 96 |
| Accounts managed | 783 |
| Employees | 4 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-63647) |
| Financial planning | Offered |
| Form ADV filed | March 13, 2026 |
| SEC record | CRD 118772 |