Freedom Financial Management, Inc fees and pricing
Financial planner in Saint Cloud, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 29, 2026, Freedom Financial Management, Inc charges $75-$500 an hour and an annual fee of $500-$20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 29, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $75-$500/hr
“FFM may negotiate an hourly fee of $75 - $500 per hour for specific project requests.”
- Annual fee
- $500-$20,000/yr
“Full Retainer fees range between $500 to $20,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Freedom Financial Management, Inc bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Some current clients prefer to be billed monthly directly to their credit cards.”
- “Fees are generally non-negotiable, to be paid as described above, directly by the client.”
- “Upon termination of any agreement, any prepaid, unearned fees will be promptly refunded, and any earned, unpaid fees will be due and payable.”
How Freedom Financial Management, Inc’s fees compare
- Its hourly rate of $75-$500 spans the Florida median of $288. 50% of the 372 other Florida planners that publish an hourly rate charge less.
- Its annual fee of $500-$20,000 spans the Florida median of $4,800. 72% of the 97 other Florida planners that publish an annual fee charge less.
About Freedom Financial Management, Inc
“Full Retainer Agreement: a Full Retainer Agreement provides holistic/comprehensive financial planning for a fixed annual fee.”
- Firm size: 2 employees.
- Credentials named in the brochure: CFP® and EA.
- Founded: 2005 (21 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Equity compensation
- Insurance analysis
- Cash flow and budgeting
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
- 1.5% a year
- Minimum
- $195 minimum fee (stated in brochure)
- Clients
- 25
- Employees
- 2
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $11,861,411
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 315316
- Phone
- (321) 246-3996
Other planners in Florida that publish fees
- 22 Seven Wealth Management IncPanama City$150/hr, $500-$2,500
- 365Sundays Wealth LLCLake Mary$5,000-$15,500, $5,000/yr
- 4 VerticalRiverview$250/hr
- 7 Star Investment AdvisorsRiverview$1,500-$7,500
- Acertado InvestmentsFort Lauderdale$800-$3,600
- Achieving Veritas LLCSt. Augustine$1,500-$15,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.