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).

Current Firm Details
19310 E 50th Terr, Independence, MO 64055
https://www.freedom-wealth.com
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 - 1 of 1 top financial advisors.
1
Paul McClain, financial advisor Lees Summit MO
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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