Freestate Advisors

Freestate Advisors at a glance

• One of 98 fee-only firms based in Kansas in the Wellspent graph.
• 9 advisors are listed here.
• Its Form ADV reports 9 employees and 244 individual clients, 83 of them high net worth.
• Its average account is about $286,000 (assets it manages divided by its 635 accounts).

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

Facts

Freestate Advisors fees

Freestate 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

Advisors at this firm (9)

• David Barth

• Kelly Holloway

• Lasandra Rice

• Melinda Parks

• Michael Thomas

• Nathan Haskins

• Philip Taylor

• Polly Peters

• Tom Halvorson

Other fee-only firms in Overland Park

• Glass Lakes Capital Management
• Golden Guidance
• Keen Wealth Advisors
• Konza Global Wealth Group
• Legacy Financial Strategies, LLC
• Legacy Wealth Planning, LLC
• Maciel Wealth Management
• Midwest Financial Group

Fee-only advisors in Kansas