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).
Total Assets Under Management17MILLION
Total Number of Accounts85ACCOUNTS
Average Account Value$200,000
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- 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
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.
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.