Firm
Freedom Financial Management
Saint Cloud, Florida
Fee-only
Freedom Financial Management at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 2 employees and 25 individual clients.
- Its average account is about $143,000 (assets it manages divided by its 83 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Saint Cloud, Florida |
|---|---|
| Website | freedomfinancialmgmt.com |
| Phone | (321) 246-3996 |
Freedom Financial Management fees
Freedom Financial Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. 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 | $12 million |
| Individual clients | 25 |
| Accounts managed | 83 |
| Employees | 2 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 29, 2026 |
| SEC record | CRD 315316 |