Freedom Value Partners

Freedom Value Partners at a glance

• One of 98 fee-only firms based in Kansas in the Wellspent graph.
• 2 advisors are listed here; all hold the CFA.
• Its Form ADV reports 2 employees and 42 individual clients, 22 of them high net worth.
• Its average account is about $1.3 million (assets it manages divided by its 95 accounts).

Fee-only advisors in Kansas · What fee-only advisors charge in Kansas

Facts

Freedom Value Partners fees

Freedom Value Partners 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

Advisors at this firm (2)

• Billie McClain

  CFA

• Vicki Hohenstein

  CFA

Other fee-only firms in Lenexa

• Voyage Wealth Management
• Zenith Financial Planning
• Challenge Everything Financial
• Chladek Wealth Management
• Dogwood Wealth Management
• Family Investment Center

Fee-only advisors in Kansas