Family Freedom Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
Financial Planning Services flat fees range from $500 to $10,000.
$0 - $500,000: 1.0% annually $500,000.01 - $1,000,000: 0.75% annually $1,000,000.01+: 0.50% annually
Main office
16475 Dallas Parkway, Suite 835
Addison TX 75001
Advisors at this office
2
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
Advisors at this firm
Thomas H
CFP®, Series 63
Addison, TX
Family Freedom Wealth Management, LLC
Thomas Hatfield III is a CFP® and Series 63 license holder with 56 years of experience in the financial industry. He is currently with Family Freedom Wealth Management, LLC and has held previous roles at Spectrum Wealth Management, First Financial Coaching, Inc., Triad Advisors, Inc., and Osaic FS, Inc. Thomas also operates his own insurance agency focused on life insurance sales. Family Freedom Wealth Management is a small advisory firm providing discretionary asset management, financial planning, and ERISA 3(21) retirement-plan services. The firm uses a goal-based, allocation-focused approach grounded in Modern Portfolio Theory, with discretionary trading authority and quarterly account reviews.
Thomas H
Series 63, Series 65
Addison, TX
Family Freedom Wealth Management, LLC
Thomas Hatfield IV is a financial advisor at Family Freedom Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Spectrum Wealth Management, First Financial Coaching, and Triad Advisors. Outside of his advisory role, Hatfield serves as a coach and board member for the Hillcrest Lacrosse Association. Family Freedom Wealth Management is a small firm with two advisors that offers discretionary asset management, financial planning, and ERISA 3(21) retirement-plan services. The firm uses a goal-based, allocation-focused approach grounded in Modern Portfolio Theory and engages in quarterly account reviews while serving as a co-advisor on the Matson Money platform.
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