F
Freedom Financial Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$37,438,179
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
33
36% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
33
HighAverage account size
$1,134,490
About
The firm provides financial planning and investment advisory services primarily to individuals and families, and also works with revocable living trusts, a small 401(k) plan and a not‑for‑profit organization. Services include comprehensive financial planning (covering budgeting, retirement, estate and charitable gift planning) and investment advisory or trust management engagements tailored to client needs.
In developing recommendations the firm follows CFP Board practice standards and uses a client questionnaire and investment policy to assess goals and risk tolerance, favoring mutual funds and ETFs and employing fundamental and technical analysis. Accounts are managed on a non‑discretionary basis—the adviser makes recommendations and clients approve trades—with quarterly reviews and client reporting.
Distinctive features in the brochure include a flat‑fee compensation model (typical initial planning fees of $1,000–$3,000) and an explicit refusal to accept commissions or performance fees, rather than charging percentage‑of‑AUM investment fees. The adviser also provides bespoke advisory and trust management services for a charitable/ not‑for‑profit client on hourly or annual fee arrangements and will vote proxies when designated by clients.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Cash flow / budgeting
Charitable giving & philanthropy
General tax planning
Fee options
Flat fees between $1,000 and $3,000 for financial planning and initial investment supervisory services
Advisory services at $200 per hour; report generation and clerical services at $100 per hour
Minimum fee: Flat fees ranging between $1,000 and $3,000 for financial planning and first year investment supervisory services Fee-only: Flat fee approach; fees paid directly by client with no commissions or other compensation from third parties
Main office location
Freedom Financial Advisors, LLC
Independence MO, United States
Number of offices
1
Most active in
Freedom Financial Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Missouri
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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