Firm
Freedom Financial & Business Planning
Saint Petersburg, Florida
Fee-only
Facts
| Based in | Saint Petersburg, Florida |
|---|---|
| Website | freedomfinancialplan.com |
| Phone | (813) 466-8771 |
Freedom Financial & Business Planning fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $2,000 a year |
|---|---|
| One-time plan | From $2,000 |
| Account minimum | None |
| How it charges | Hourly · Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Annual Advisory Program" source
"$2,000- $3,000 DEPENDING ON PLAN TYPE" source
"No minimum net worth, income, or investable assets" source
"Hourly cost to provide financial planning and investment advice with total estimate in advance." 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 | $15 million |
| Individual clients | 10 |
| Financial planning | Offered |
| Form ADV filed | July 7, 2026 |
| SEC record | CRD 151833 |