A complete list of active advisors currently associated with Freedom Financial Advisors, LLC
Warmer can help you find a great advisor at Freedom Financial Advisors, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Freedom Financial Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Independence, MO
| 25
|
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