Advisor at Freedom Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Freedom Financial Advisors, LLC
Location
South Charleston, WV 25309
Credentials
Series 63
Industry experience
3 years
Brian Ross is a financial advisor at Freedom Financial Advisors, LLC with three years of industry experience. He holds a Series 63 designation and has prior experience at Transamerica from 2011 to 2016. Outside of advisory work, Ross is involved with Freedom Financial Insurance Group, where he sells fixed annuities and life insurance, and participates in educational services through Freedom Federal Educators. Freedom Financial Advisors primarily serves individual clients with financial planning and portfolio management, and provides retirement plan consulting for 401(k) plans. The firm employs a conservative investment approach based on fundamental analysis, emphasizes educational services, and maintains a material insurance affiliation through licensed agents.
Based on Freedom Financial Advisors, LLC
Based on Freedom Financial Advisors, LLC
Written financial plan fees from $200 to $3,000 depending on complexity
$0+: 0.50% to 3.00% annually, negotiable based on size and complexity of account Not applicable+: Retirement plan consulting fee: negotiable annual fee of 2.00%, based on plan assets
Up to $50/hour, negotiable
Fee-only: Written financial plan fees range from $200 to $3,000 depending on complexity; hourly fees up to $50/hour
1211 Jefferson Rd.
South Charleston, WV 25309
West Virginia
Freedom Financial Advisors
2022 - Present (4 years)
Freedom Financial Insurance Group
2016 - Present (10 years)
Transamerica
2011 - 2016 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
South Charleston, WV
Global Freedom Financial LLC
Series 65
Charleston, WV
WNA Wealth Management, LLC
Series 66
Hurricane, WV
McKee Wealth Management
CFP®, Series 63, Series 65
South Charleston, WV
Retirement Planning Consultants Inc
Series 63
South Charleston, WV
Freedom Financial Advisors, LLC
Series 65
Hurricane, WV
Ironwood Wealth Management, Inc.
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