Freedom Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$13,000,000
Total clients
27
0% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
9
Average account size
$481,481
About
Freedom Financial Advisors primarily serves individual clients with financial planning and portfolio management and also provides retirement plan consulting for 401(k) plans, including participant education and plan committee education services. The firm reports roughly $13 million in assets under management across about 27 clients, is staffed by three advisors, and manages client accounts on a predominantly non-discretionary basis.
Its investment process is based on fundamental analysis of businesses and uses general securities — stocks, bonds, mutual funds (including ETFs), government securities and options — with a stated preference for relatively conservative positioning and infrequent trading. Advisors tailor recommendations through client consultations, review managed accounts monthly, and obtain client approval before trading instead of exercising discretionary authority.
Noteworthy differences from many peers include an emphasis on educational services (seminar and participant-education offerings and an affiliated education business) and a material insurance affiliation: firm personnel are licensed insurance agents who sell insurance products for commissions while the adviser does not take securities commissions. The firm also refers clients to other managers for alternative investments and shares a portion of those managers’ fees, a practice that supplements its in-house management.
Client services
Expertise
Fee options
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
Main office location
Freedom Financial Advisors, LLC
1211 Jefferson Rd.
South Charleston WV 25309, United States
Number of offices
2
Most active in
West Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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