Freedom Wealth Advisors, LLC

Freedom Wealth Advisors, LLC (CRD# 154270) is a financial advisory firm headquartered in Independence, MO. They manage $17,000,000 in 85 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    85
    ACCOUNTS
  • Average Account Value
    $200,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

KS, MO

Financial Advisors at Freedom Wealth Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Paul A. McClain
CRD#: 1982523
4963 C Goodview Circle, Lees Summit, MO 64064
102
Wealthminder
score

Paul McClain (CRD# 1982523) is an Investment Advisor Representative working at Freedom Wealth Advisors, LLC in Lees Summit, MO and has over 26 years of experience in the retirement planning and investment industry.  We use a goal based approach that puts the clients interest first while making the process simple.

2
Steven J. Warta
CRD#: 1230448
200 Ne Missouri Rd, Ste 200, Lees Summit, MO 64086
96
Wealthminder
score

Steven Warta (CRD# 1230448) is an Investment Advisor Representative working at Freedom Wealth Advisors, LLC in Lees Summit, MO and has over 32 years of experience in the finance industry. Steven Warta has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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