FREEDOM WEALTH ADVISORS, LLC

RIASEC Registered

Total AUM

$104M

Discretionary

$93.2M

89% of AUM

Avg account

$247K

Accounts

422

Employees

6

Advisory reps

6

Firm details

Headquarters: LEE'S SUMMIT, Missouri
CRD number: 154270
Website: www.fwadvisor.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI58.53%
Individuals39.34%
Pooled Investment Vehicles1.82%
Charitable Organizations0.31%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Freedom Wealth Advisors, LLC is an independent, privately owned RIA that serves both individual/family and institutional clients. The firm combines financial planning and portfolio management for individuals, small businesses, pooled investment vehicles, and institutions, and also operates as a real estate broker and an insurance broker. Compensation is primarily percentage-of-AUM with the option for hourly billing. The adviser is not structured as a capital allocator and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities62%
Public Funds/Mutual Funds24%
Cash & Cash Equivalents5%
State & Local Bonds2%
Investment Grade Corp Bonds2%

Owners & executives

1 of 1

PAUL MCCLAIN
Chief Investment OfficerCRD 1982523

Contacts

3 of 5

Joshua Johnson
Investment Adviser RepresentativeCRD 7844621
Matthew Bickley
Director of OperationsCRD 6927317
Steve Williams
Investment Adviser RepresentativeCRD 7175981

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

LEE'S SUMMIT, MO

JACKSON

Location

LEE'S SUMMIT, MO

Headquartered in LEE'S SUMMIT, MO, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.

Metro area: Kansas City-Overland Park-Kansas City, MO-KS
Region: Midwest
County: JACKSON
Address: 110 SW 3rd St
Time zone: CT (UTC-6)
Office locations

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