Freedom Financial Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 6, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$200⁠-⁠$3,000

“Written financial plan fees range from $200 to $3,000, depending on the complexity of your financial situation.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Freedom Financial Advisors, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The negotiable hourly fee is up to $350/hour and is paid after the consultations.”
• “You will authorize the plan sponsor to deduct the annual fee and remit payment to us or the third-party investment adviser or will provide an invoice to the plan sponsor which will be due upon receipt of the billing notice.”
• “Retirement plan consulting fees are withdrawn at the beginning of each quarter, in advance.”

How Freedom Financial Advisors, LLC’s fees compare

• Its flat or project fee of $200-$3,000 is below the West Virginia median of $4,525. 14% of the 7 other West Virginia planners that publish a flat or project fee charge less.

About Freedom Financial Advisors, LLC

• Principal: Melissa Grass
• Firm size: 3 employees.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Clients

43

Employees

3

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops

Assets managed

$13,000,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

321101

Website

ffadvisors.us (opens in new tab)

Phone

(833) 327-9997

Other planners in South Charleston that publish fees

• Global Freedom Financial LLCSouth Charleston$250/hr, $1,000⁠-⁠$12,000
• Anthony Investment Management, LLCWheeling$100⁠-⁠$10,000
• Felton Wealth, LLCWheeling$500
• Fort Henry Capital, LLCWheeling$150⁠-⁠$400/hr, $500⁠-⁠$5,000
• Hoxton Planning & Management, LLCShepherdstown$350/hr, $2,500/yr
• Ironwood Wealth Management, Inc.Hurricane$250/hr

Compare all 24 planners in West Virginia