PlannerFees

Freeman Wealth Management fees and pricing

Financial planner in Dallas, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 30, 2026, Freeman Wealth Management charges a flat or project fee of $30,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$30,000
“Fixed fee rates will not exceed a maximum fee of $30,000.”

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

How Freeman Wealth Management bills

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

  • “Please note, lower fees for comparable services may be available from other sources. 7 Investment Management Services The fee is based on a percentage of assets under management and is negotiable.”
  • “The annual advisory fee is paid quarterly in advance based on the value of Client’s account(s) as of the first day of the billing period.”
  • “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Freeman Wealth Management’s fees compare

  • Its flat or project fee of $30,000 is above the Texas median of $3,850. 97% of the 401 other Texas planners that publish a flat or project fee charge less.
  • 49 of the 51 other planners in Dallas that publish a flat or project fee charge less.

About Freeman Wealth Management

“Freeman Wealth Management offers financial planning, investment management, and retirement plan services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Patrick Freeman
  • Firm size: 3 employees.
  • Credentials named in the brochure: CFP®.
  • Founded: 2006 (20 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • Business owners
  • Cash flow and budgeting

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
44
Employees
3
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed
$52,000,000
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
333431
Phone
(817) 909-1115

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