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
39 years
Jerry Potter is a financial advisor with Freedom Financial Advisors, LLC in South Charleston, WV, holding a Series 63 designation and 39 years of industry experience. He has operated Jerry Potter Financial since 2009 and has been with Potter & Spano Financial Group since 2018. Outside of advising, he is an independent insurance agent affiliated with multiple insurers and manages a separate life insurance and fixed annuities business. Freedom Financial Advisors primarily serves individual clients through financial planning and portfolio management, and provides retirement plan consulting for 401(k) plans. The firm emphasizes fundamental analysis, conservative investment positioning, and client education, managing approximately $13 million in assets across about 27 clients with a predominantly non-discretionary approach.
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
Potter & Spano Financial Group
2018 - Present (8 years)
Jerry Potter Financial
2009 - Present (17 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 63
South Charleston, WV
Freedom Financial Advisors, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")