Firm
Freedom Financial Advisors
Independence, Missouri
Fee-only
Freedom Financial Advisors at a glance
- One of 136 fee-only firms based in Missouri in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 33 individual clients, 12 of them high net worth.
- Its average account is about $410,000 (assets it manages divided by its 97 accounts).
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | Independence, Missouri |
|---|---|
| Phone | (816) 509-0808 |
Freedom Financial Advisors fees
Freedom Financial Advisors 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 | Hourly · Fixed fees |
|---|---|
| Assets managed | $40 million |
| Individual clients | 21 |
| High-net-worth clients | 12 |
| Accounts managed | 97 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | January 25, 2026 |
| SEC record | CRD 116295 |
Advisors at this firm (1)
Other fee-only firms in Missouri
- FYRA Capital Management · St. Charles
- Gateway Wealth Management, LLC · Saint Louis
- Generational Wealth Specialists · Des Peres
- Greater Than Financial LLC · Savannah
- Greystone Capital Partners Group · Kansas City
- Halyard Financial · St. Louis
- Harrison Financial Planning · Columbia
- Herzog Financial Group · Saint Louis