Freedom Financial Advisors is a registered investment advisor founded in 2001 and led by Jared A. Fears, a Certified Financial Planner. The firm specializes in comprehensive financial planning and personalized investment management services for individuals and families. The planning process covers budgeting, risk and insurance planning, investment planning, tax planning strategies, retirement planning, estate planning guidance, and charitable gift planning. For investment services, Freedom Financial Advisors helps clients establish an investment policy, determines appropriate asset allocation, and recommends mutual funds and exchange-traded funds while operating strictly on a non-discretionary basis, meaning client approval is required before any portfolio changes are made. The firm operates under a fiduciary standard, putting client interests first, and charges flat or hourly fees rather than commissions or percentage-of-portfolio fees.
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.