Family Freedom Wealth Management, LLC

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Client assets under management

$1,500

Clients

0% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$1,500

About

Family Freedom Wealth Management is a small advisory firm with two advisors that provides discretionary asset management, financial planning, and ERISA 3(21) retirement-plan services. The firm also serves as a co-advisor on the Matson Money platform and refers clients to third‑party managers; as of December 31, 2025 it reports $1.5 million in discretionary assets under management for a single client.

FFWM describes a goal‑based, allocation‑focused approach that references Modern Portfolio Theory, takes discretionary trading authority, and performs quarterly account reviews and monitoring. Consistent with most supported peers, the firm charges percentage‑of‑AUM advisory fees for managed accounts and offers fixed‑fee financial planning engagements.

Noteworthy for a firm of its size, FFWM participates in fee‑sharing arrangements—receiving management or referral fees remitted by Matson Money and other third‑party managers—and the brochure discloses the principal’s separate insurance practice that may generate commission income. The firm’s current scale and client mix (two advisors, one reported client, and no reported non‑HNW or high‑net‑worth individual clients) make its business model and potential conflicts of interest more concentrated than is typical among supported peers.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

General retirement planning Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)

Fee options

Fixed

Financial Planning Services flat fees range from $500 to $10,000.

Percentage

$0 - $500,000: 1.0% annually $500,000.01 - $1,000,000: 0.75% annually $1,000,000.01+: 0.50% annually

Main office location

Family Freedom Wealth Management, LLC

16475 Dallas Parkway, Suite 835

Addison TX 75001, United States

Number of offices

Most active in

Texas

Disclosures

Business activities & affiliations

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.

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 972-931-9730

Advisors at this firm

Thomas H

CFP®, Series 63

Addison, TX

Family Freedom Wealth Management, LLC

Thomas Hatfield is a CFP® with 56 years of industry experience. He is currently with Family Freedom Wealth Management, LLC and has held prior roles at Spectrum Wealth Management, LLC, First Financial Coaching, Inc., and Triad Advisors, Inc. He also operates an insurance agency focused on life insurance sales. Family Freedom Wealth Management, LLC provides discretionary asset management, financial planning, and ERISA 3(21) retirement-plan advisory services. The firm serves clients through direct management and co-advisory arrangements, utilizing Modern Portfolio Theory and individualized investment policy statements to guide portfolio construction.

General retirement planning Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)

Thomas H

Series 63, Series 65

Addison, TX

Family Freedom Wealth Management, LLC

Thomas Hatfield is a financial advisor with Family Freedom Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Spectrum Wealth Management, LLC and First Financial Coaching, Inc., among other firms. Outside of his advisory work, Hatfield serves as a coach and board member for the Hillcrest Lacrosse Association. Family Freedom Wealth Management offers discretionary asset management, financial planning, and ERISA 3(21) retirement plan advisory services. The firm primarily operates through co-advisor and referral arrangements, utilizing Modern Portfolio Theory and investment policy statements to tailor client investment programs.

General retirement planning Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)

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