Jared Fears is a CFP-designated registered investment advisor at Freedom Financial Advisors, LLC, based in Independence, MO, with 25 years of industry experience. Jared operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 34 clients with $40M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Freedom Financial Advisors does not charge investment management fees as a percentage of your portfolio. Instead, investment management is typically included in an initial flat fee ranging from $1,000 to $3,000 for the first year, which covers the written financial plan, implementation, and the first year of portfolio supervision. For ongoing investment monitoring in subsequent years, clients and Freedom Financial Advisors agree on an annual flat fee.
Location
Independence, MO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jared and his wife own several rental properties in Independence, Missouri. This activity is not investment-related.
Employment History
Current Registrations
Freedom Financial Advisors, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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