JF
CFP
JF
CFP

Jared Fears

24 Years of Experience
Independence, MO

Jared Fears is a CFP-designated registered investment advisor at Freedom Financial Advisors, LLC, based in Independence, MO, with 24 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, Investment Management, and 2 more. Their firm serves 34 clients with $40M in assets under management.

Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
34 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$39.8M

Fee Structure

Investment management only (planning not offered)

Freedom Financial Advisors does not manage investments on a discretionary basis. They provide investment recommendations, but clients must approve all trades. After the first year of financial planning, clients can enter into an addendum for ongoing investment supervisory services, with the fee agreed upon at that time.

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Location

Independence, MO

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

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
July 2001 - Present · 24 yrs 10 mos
State Registrations1 state
MO
Advisor

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
No exam information available for this advisor.