Firm
Freedom Wealth
Appleton, Wisconsin
Fee-only
Freedom Wealth at a glance
- One of 150 fee-only firms based in Wisconsin in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 66 individual clients.
- Its average account is about $55,000 (assets it manages divided by its 115 accounts).
Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin
Facts
| Based in | Appleton, Wisconsin |
|---|---|
| Website | yourfreedomwealth.com |
| Phone | (920) 843-9800 |
Freedom Wealth fees
Freedom Wealth 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 | $6 million |
| Individual clients | 66 |
| Accounts managed | 115 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | January 12, 2026 |
| SEC record | CRD 327278 |