The Freedom Experience, Inc. fees and pricing
Financial planner in Fletcher, Ohio. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 9, 2026, The Freedom Experience, Inc. charges an annual fee of $10,000-$36,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 9, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $10,000-$36,000/yr
“Our standard annual fees vary between a fixed flat rate of $10,000 and $36,000, depending upon the types of assets under management and the specific services provided.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How The Freedom Experience, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are either charged monthly or quarterly, in advance.”
- “If there are any prepaid unearned fees, we will promptly refund a pro rata share to the client.”
How The Freedom Experience, Inc.’s fees compare
- Its annual fee of $10,000-$36,000 is above the Ohio median of $5,000. 87% of the 79 other Ohio planners that publish an annual fee charge less.
About The Freedom Experience, Inc.
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2022 (4 years).
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
- 0.25% a year
- Clients
- 28
- Employees
- 1
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $20,383,364
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 118367
- Phone
- (847) 579-9675
Other planners in Ohio that publish fees
- 1TaxfinancialCincinnati$300/hr
- Aan Wealth Advisors LLCCanton$250/hr
- Access Wealth Group, LLCDublin$150-$400/hr
- Accountable Financial Planning LLCWesterville$200/hr, $2,500/yr
- Adams and Co Financial ServicesCincinnati$500-$2,500
- Advocate Wealth SolutionsDublin$300-$3,000/hr
Is something on this page wrong or out of date?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.