Freedom Financial Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,464,743
Clients
10
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
10
LowAverage account size
$146,474
About
Freedom Financial Advisors provides comprehensive financial planning and integrated wealth-management services for high‑earning individuals, professionals, business owners, and retirees. The firm’s offerings include written comprehensive plans, ongoing plan implementation, discretionary investment management (including automated Digital Portfolio Strategies through Betterment and the use of third‑party model portfolios), insurance planning, and educational seminars.
The firm emphasizes a value‑based, customized planning process that aligns finances with clients’ stated priorities and implements plans through an annual cadence and a quarterly service calendar called “The Quad,” with ongoing implementation available via a subscription model. Investment management combines passive core exposures with selectively employed active and tactical strategies, and the adviser uses both Betterment’s automated platform and third‑party strategies to tailor portfolios to client needs.
Notable distinctions disclosed in the brochure include an affiliated estate‑planning technology company, EstateShield, under common ownership that the firm uses to coordinate estate‑plan financial implications and, in some cases, to process advisory fees (with full disclosure of the resulting conflict of interest). The principal is a licensed insurance professional who integrates insurance solutions into the planning process and discloses that insurance commissions represent a potential conflict, which the firm says it manages through disclosure and client choice.
Client services
Financial planning
Portfolio management
Expertise
Tax strategies for small businesses
Cash flow / budgeting
Occupation focus
Retired
Demographic focus
HENRY (High Earners, Not Rich Yet)
Married/Couples/Partners
Fee options
Flat fee for comprehensive financial plans ranging from $2,500 to $50,000.
$0+: Digital Portfolio Strategies wrap fee: 0.12% to 0.25% of account balances $0+: Third-Party Portfolio Strategies advisory fee: 0.15% to 0.75% of assets under management $0+: Third-Party Portfolio Strategies advisory fee (alternative range): 0.50% to 1.0% of assets under management
Insurance commissions received by licensed agents; Clients not obligated to purchase from affiliated agents.
Financial Plan Implementation service charged monthly between $200 and $2,500 based on complexity.
Minimum fee: Comprehensive financial plan fees range from $2,500 to $50,000 depending on complexity and scope. Fee-only: Comprehensive financial plan flat fees $2,500 - $50,000; Financial Plan Implementation subscription $200 - $2,500 per month.
Most active in
Freedom Financial Advisors has reported serving >5 clients in these states in the last 12 months.
Texas · Virgin Islands
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
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.
Forms ADV
Quick links
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