Matthew Bickley
Matthew Bickley is a registered investment advisor at Freedom Wealth Advisors, LLC, based in Lees Summit, MO, with 3 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 253 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are charged monthly in advance at a rate not to exceed 1.25% annually. Fees are negotiable on a client-by-client basis.
Fee Estimator
Location
110 SW 3rd Street, Lees Summit, MO, 64063
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew is the Director of Operations at Apollo Insurance Group, a health insurance brokerage, since November 2020. He dedicates a full-time commitment overseeing the operations department.
Employment History
Current Registrations
Freedom Wealth Advisors, LLC
Previous Registrations
Triune Financial Partners, 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
More Advisors
- Dillon Wait, ChFCState Farm Investment Management CORP.
- Brian Ross, CFPEdward Jones
- David Burson, PFSLPL Financial LLC
- Drew Sprugel, CFPModern Wealth Management, LLC
- Scott Wall, CFPEdward Jones
- Peter Carmack, CFALPL Financial LLC