Freedom Wealth Coaching, LLC fees and pricing
Financial planner in Woodstock, Georgia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 1, 2026, Freedom Wealth Coaching, LLC charges $100-$300 an hour and a flat or project fee of $1,500-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 1, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100-$300/hr
“Clients are typically charged a fixed fee ranging from $1500 - $5000 or may be charged on an hourly basis generally at $100 - $300 per hour depending on the type and complexity of financial planning services to be provided.”
- Flat or project fee
- $1,500-$5,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Freedom Wealth Coaching, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “For new accounts, fees are prorated as assets become available for investments.”
- “Fees may also be billed to other accounts held by Matson Money at Client’s direction.”
- “Upon termination, a client will receive a prorated refund of any prepaid fees which are unearned based on the number of days services are provided subject to the termination provisions of the agreement.”
How Freedom Wealth Coaching, LLC’s fees compare
- Its hourly rate of $100-$300 spans the Georgia median of $250. 16% of the 169 other Georgia planners that publish an hourly rate charge less.
- None of the 2 other planners in Woodstock that publish an hourly rate charge less.
- Its flat or project fee of $1,500-$5,000 is below the Georgia median of $5,000. 38% of the 152 other Georgia planners that publish a flat or project fee charge less.
- None of the 2 other planners in Woodstock that publish a flat or project fee charge less.
About Freedom Wealth Coaching, LLC
“In addition, FWC provides nondiscretionary consulting services to sponsors of retirement plans with Matson Money providing management services.”
- Firm size: 4 employees.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Retirement planning
- Business owners
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
- 1.2% a year
- Employees
- 4
- Services reported to regulators
- Financial planning, pension consulting, and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 324178
- Phone
- (678) 383-4811
Can advise clients in 5 states: Alabama, Florida, Georgia, Tennessee, Texas
Other planners in Woodstock that publish fees
- Financial Architects, LLCWoodstock$500/hr, $6,000
- Goodwin Investment AdvisoryWoodstock$375/hr, $1,875/qtr
- Legacy Partners Financial Group, LLCWoodstock$90-$375/qtr
- Shepherd Financial LLCWoodstock$2,500-$10,000
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.