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
Independence, MO
Credentials
CFP®, Series 65
Industry experience
24 years
Jared Fears is a CFP® professional with 24 years of industry experience, currently serving as the sole advisor at Freedom Financial Advisors, LLC since 2001. Prior to founding his firm, he was employed by Community of Christ from 1997 to 2021. Freedom Financial Advisors, LLC provides financial planning and investment advisory services primarily to individuals and families, as well as revocable living trusts, a small 401(k) plan, and a not-for-profit organization. The firm follows CFP Board practice standards, using client questionnaires and investment policies to tailor recommendations, and manages accounts on a non-discretionary basis with a flat-fee compensation model.
Based on Freedom Financial Advisors, LLC
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
Independence, MO
Missouri
Freedom Financial Advisors, LLC
2001 - Present (25 years)
Community of Christ
1997 - 2021 (24 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:
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.
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.
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.
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