Freedom Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Freedom Financial Advisors primarily serves individual clients with financial planning and portfolio management and also provides retirement plan consulting for 401(k) plans, including participant education and plan committee education services. The firm reports roughly $13 million in assets under management across about 27 clients, is staffed by three advisors, and manages client accounts on a predominantly non-discretionary basis.
Its investment process is based on fundamental analysis of businesses and uses general securities — stocks, bonds, mutual funds (including ETFs), government securities and options — with a stated preference for relatively conservative positioning and infrequent trading. Advisors tailor recommendations through client consultations, review managed accounts monthly, and obtain client approval before trading instead of exercising discretionary authority.
Noteworthy differences from many peers include an emphasis on educational services (seminar and participant-education offerings and an affiliated education business) and a material insurance affiliation: firm personnel are licensed insurance agents who sell insurance products for commissions while the adviser does not take securities commissions. The firm also refers clients to other managers for alternative investments and shares a portion of those managers’ fees, a practice that supplements its in-house management.
Client services
Expertise
Fee options
Written financial plan fees from $200 to $3,000 depending on complexity
$0+: 0.50% to 3.00% annually, negotiable based on size and complexity of account Not applicable+: Retirement plan consulting fee: negotiable annual fee of 2.00%, based on plan assets
Up to $50/hour, negotiable
Fee-only: Written financial plan fees range from $200 to $3,000 depending on complexity; hourly fees up to $50/hour
Main office
1211 Jefferson Rd.
South Charleston WV 25309
Advisors at this office
4
Most active in
West Virginia
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Brian R
Series 63
South Charleston, WV
Freedom Financial Advisors, LLC
Brian Ross is a financial advisor at Freedom Financial Advisors, LLC with four years of industry experience. He holds a Series 63 designation and has worked at Freedom Financial Advisors since 2022. In addition to his advisory role, Ross is involved with Freedom Financial Insurance Group, where he works as an agent selling fixed annuities and life insurance, and with Freedom Federal Educators, providing educational services. Freedom Financial Advisors serves individual clients with financial planning and portfolio management, as well as retirement plan consulting for 401(k) plans. The firm employs a fundamental analysis-based investment process with a conservative approach, emphasizes educational services, and maintains licensed insurance agents on staff who sell insurance products separately from advisory fees.
Melissa G
Series 63
South Charleston, WV
Freedom Financial Advisors, LLC
Melissa Grass is a financial advisor at Freedom Financial Advisors, LLC with three years of industry experience. She holds a Series 63 designation and has prior experience at TransAmerica. Outside of investment advising, she is the CEO of Freedom Federal Educators, a business that provides federal benefits education through webinars and other content. Freedom Financial Advisors primarily serves individual clients with financial planning and portfolio management, as well as retirement plan consulting for 401(k) plans. The firm emphasizes fundamental analysis, conservative positioning, and educational services, managing approximately $13 million in assets mostly on a non-discretionary basis.
Kirstin S
Series 65
South Charleston, WV
Freedom Financial Advisors, LLC
Kirstin Selbee is a financial advisor at Freedom Financial Advisors, LLC and holds a Series 65 credential. She has no prior industry experience but has worked in various healthcare roles and as a homemaker. Freedom Financial Advisors primarily serves individual clients with financial planning and portfolio management, as well as retirement plan consulting for 401(k) plans. The firm employs a conservative investment approach based on fundamental business analysis and emphasizes client education and non-discretionary account management.
Jerry P
Series 63
South Charleston, WV
Freedom Financial Advisors, LLC
Jerry Potter is a financial advisor with Freedom Financial Advisors, LLC in South Charleston, WV, holding a Series 63 designation and 39 years of industry experience. He has operated Jerry Potter Financial since 2009 and has been with Potter & Spano Financial Group since 2018. Outside of advising, he is an independent insurance agent affiliated with multiple insurers and manages a separate life insurance and fixed annuities business. Freedom Financial Advisors primarily serves individual clients through financial planning and portfolio management, and provides retirement plan consulting for 401(k) plans. The firm emphasizes fundamental analysis, conservative investment positioning, and client education, managing approximately $13 million in assets across about 27 clients with a predominantly non-discretionary approach.
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