Freedom Wealth Coaching, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
Fixed fees generally ranging from $1,500 to $5,000 for financial planning services
$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)
Typically $100 - $300 per hour for financial planning and consulting services
Main office
See office233 Arnold Mill Road, Suite 300
Woodstock GA 30188
Advisors at this office
2
Offices (2)
Most active in
Alabama · Florida · Georgia · Tennessee · Texas
Also doing business as
Freedom Wealth Coaching, LLC · Purposeful Financial Coaching, LLC
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
Quick links
Advisors at this firm
Todd T
Series 65
Elberta, AL
Freedom Wealth Coaching, LLC
Todd Turk is a financial advisor at Freedom Wealth Coaching, LLC in Elberta, Alabama, holding a Series 65 designation with three years of industry experience. His prior work includes roles in real estate at Coldwell Banker Coastal Realty, Patrick Daily Real Estate, and Re/Max of Orange Beach, as well as extensive experience at United Rentals. 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. The firm employs a co-advisory structure with an independent SEC-registered investment manager to implement long-term strategic asset allocation in client portfolios aligned with Modern Portfolio Theory.
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.
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.
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