Firm
Freedom Capital Management
Glen Allen, Virginia
Fee-only
Freedom Capital Management at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 9 individual clients, 8 of them high net worth.
- Its average account is about $458,000 (assets it manages divided by its 29 accounts).
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Glen Allen, Virginia |
|---|---|
| Website | freedomcapmanagement.com |
| Phone | (617) 413-5781 |
Freedom Capital Management fees
Freedom Capital 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 |
|---|---|
| Assets managed | $13 million |
| Individual clients | 1 |
| High-net-worth clients | 8 |
| Accounts managed | 29 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | April 21, 2026 |
| SEC record | CRD 313926 |