Freedom Wealth Coaching, LLC

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Client assets under management

Clients

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

—

About

Freedom Wealth Coaching provides fee‑based investment management, financial planning, and non‑discretionary retirement plan consulting to individuals, trusts, estates, small businesses and plan sponsors. It delivers these services through a co‑advisory arrangement with an independent SEC‑registered investment manager and also provides plan‑level support such as investment option recommendations and participant education.

The firm aligns client portfolios with principles of Modern Portfolio Theory and implements long‑term strategic asset allocation using the co‑adviser’s model portfolios, which are constructed as fund‑of‑funds across varying equity and fixed‑income mixes. In the co‑advisory structure the outside manager has discretionary authority for security selection and trading while Freedom Wealth Coaching documents client objectives, selects the appropriate portfolio strategy, and provides ongoing monitoring and oversight.

Noteworthy features include the firm’s role in pension/retirement plan consulting and in selecting and monitoring an outside manager under the co‑advisory arrangement—services that are less common among firms in this category—and general oversight of roughly $105.65 million of jointly managed assets. The firm also offers financial planning on an hourly basis in addition to asset‑based advisory arrangements, and operates with a small staff supporting the co‑advisory relationship.

Client services

Financial planning Pension consulting Selection of other advisers

Expertise

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)

Fee options

Fixed

Fixed fees generally ranging from $1,500 to $5,000 for financial planning services

Percentage

$0+: Negotiated rate ranging from 0.20% to 0.99% annually (FWC portion) $0+: Up to 0.50% annually (Matson Money portion, varies by fund type and asset level)

Project-based

Typically $100 - $300 per hour for financial planning and consulting services

Main office location

Freedom Wealth Coaching, LLC

233 Arnold Mill Road, Suite 300

Woodstock GA 30188, United States

Number of offices

Most active in

Alabama · Florida · Georgia · Tennessee · 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

LinkedIn X Website 678-383-4811

Advisors at this firm

Todd T

Series 65

Lillian, AL

Freedom Wealth Coaching, LLC

Todd Turk is a financial advisor at Freedom Wealth Coaching, LLC with two years of industry experience. He holds a Series 65 designation and has worked in real estate and investment management roles at various firms, including Coldwell Banker Coastal Realty and Colomb Investment Management Company. Prior to his financial services career, he spent over two decades at United Rentals. Freedom Wealth Coaching provides investment management, financial planning, and nondiscretionary consulting services to individuals, retirement plans, trusts, estates, and small businesses. The firm operates through a co-advisory relationship with Matson Money, focusing on efficient portfolios aligned with clients’ objectives and risk profiles, and maintains a distinctive emphasis on retirement plan and pension consulting.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)

Ben H

Series 65

Woodstock, GA

Freedom Wealth Coaching, LLC

Ben Harper is a financial advisor at Freedom Wealth Coaching, LLC with 13 years of industry experience. He holds a Series 65 designation and has previously worked at McBryar Advisory Services, Inc. for a decade before joining his current firm. Freedom Wealth Coaching provides investment management, financial planning, and nondiscretionary consulting services to individuals, retirement plans, trusts, estates, and small businesses. The firm operates through a co-advisory relationship with Matson Money, focusing on efficient portfolios based on Modern Portfolio Theory and offering specialized retirement plan and pension consulting.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)

Lindsey T

Series 65

Woodstock, GA

Freedom Wealth Coaching, LLC

Lindsey Turner is a Series 65-licensed financial advisor with two years of industry experience, currently practicing at Freedom Wealth Coaching, LLC in Woodstock, GA. Prior to rejoining Freedom Wealth Coaching in 2025, Turner worked at Mathies Financial Partners and held various roles in other firms since 2018. Freedom Wealth Coaching provides investment management, financial planning, and nondiscretionary consulting to individuals, retirement plans, trusts, estates, and small businesses. The firm operates through a co-advisory arrangement with Matson Money, combining client relationship management with discretionary portfolio management, and focuses notably on retirement plan and pension consulting at the plan level.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)

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