CRD: 321101
Freedom Financial Advisors, LLC
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-22-2022
- Office Locations
- 1
Office Locations
About Freedom Financial Advisors, LLC
Freedom Financial Advisors, LLC is a West Virginia registered investment adviser providing financial planning and investment advice for medium- to high-net-worth individuals, alongside institutional plan consulting and fiduciary services. The team emphasizes education on investing and retirement planning. Portfolios are primarily ETF-based with some U.S. government/agency bond exposure. Named Best of Charleston 2023 Financial Planning Firm of the Year.
Team overview
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Client Personas
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Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MELISSA DAWN GRASS
Chief Executive Officer
- CRD
- #4501955
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JERRY DEAN POTTER
--
- CRD
- #1234550
BRIAN ROSS
District Manager
- CRD
- #2695509
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $13,000,000 | -- |
| Total | $13,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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