Freedom Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$37,438,179
Clients
33
Advisors
1
of 1 employees
About
The firm provides financial planning and investment advisory services primarily to individuals and families, and also works with revocable living trusts, a small 401(k) plan and a not‑for‑profit organization. Services include comprehensive financial planning (covering budgeting, retirement, estate and charitable gift planning) and investment advisory or trust management engagements tailored to client needs.
In developing recommendations the firm follows CFP Board practice standards and uses a client questionnaire and investment policy to assess goals and risk tolerance, favoring mutual funds and ETFs and employing fundamental and technical analysis. Accounts are managed on a non‑discretionary basis—the adviser makes recommendations and clients approve trades—with quarterly reviews and client reporting.
Distinctive features in the brochure include a flat‑fee compensation model (typical initial planning fees of $1,000–$3,000) and an explicit refusal to accept commissions or performance fees, rather than charging percentage‑of‑AUM investment fees. The adviser also provides bespoke advisory and trust management services for a charitable/ not‑for‑profit client on hourly or annual fee arrangements and will vote proxies when designated by clients.
Client services
Expertise
Fee options
Flat fees between $1,000 and $3,000 for financial planning and initial investment supervisory services
Advisory services at $200 per hour; report generation and clerical services at $100 per hour
Minimum fee: Flat fees ranging between $1,000 and $3,000 for financial planning and first year investment supervisory services Fee-only: Flat fee approach; fees paid directly by client with no commissions or other compensation from third parties
Main office
Independence MO
Advisors at this office
1
Most active in
Missouri
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
-
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
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)