Freedom Financial Partners LLC fees and pricing
Financial planner in Oakdale, Minnesota. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 10, 2026, Freedom Financial Partners LLC charges a flat or project fee of $1,000-$100,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$100,000
“The fixed fee can range between $1,000.00 and $100,000.00, depending on the client’s assets and complexities of investment strategy.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Freedom Financial Partners LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual fees are negotiable and are pro-rated and paid in advance on a quarterly basis.”
- “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
- “An account may be terminated with written notice at least 15 calendar days in advance.”
How Freedom Financial Partners LLC’s fees compare
- Its flat or project fee of $1,000-$100,000 spans the Minnesota median of $5,250. 97% of the 108 other Minnesota planners that publish a flat or project fee charge less.
About Freedom Financial Partners LLC
- Firm size: 8 employees.
- Founded: 2013 (13 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 308
- Employees
- 8
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $377,914,930
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 327560
- Phone
- (651) 797-3532
Can advise clients in 4 states: California, Minnesota, Texas, Wisconsin
Other planners in Minnesota that publish fees
- 360 FinancialWayzata$325/hr, $600-$20,000
- 7TH ST. FinancialChaska$200/hr
- Abbey StreetEden Prairie$250-$1,000/mo
- Abens Financial Services IncEdina$250/hr, $5,000-$100,000/yr
- Aberdour InvestmentsShoreview$80-$250/hr, $250-$5,000
- Access Financial Services, Inc.Minneapolis$250-$400/hr, $1,000
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.