# Freedom Financial Advisors

> Freedom Financial Advisors is a state-registered investment advisory firm in The Colony, TX, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 1, 2026.

- CRD: 330516
- Filed as: FREEDOM FINANCIAL ADVISORS
- Legal name: Freedom Financial Advisors, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: The Colony, TX
- Filing period: October 2026
- Form ADV filing dated: September 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/330516
- AdvisorCensus page: https://advisorcensus.com/firm/freedom-financial-advisors-the-colony-tx-330516

## Quick answers

**How is Freedom Financial Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Freedom Financial Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Freedom Financial Advisors located?**
Freedom Financial Advisors' principal office is in The Colony, TX, according to its Form ADV.

**Is Freedom Financial Advisors registered with the SEC or a state?**
Freedom Financial Advisors is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 330516.

**How much does Freedom Financial Advisors manage?**
Freedom Financial Advisors reports $1,464,743 in regulatory assets under management in its Form ADV filing dated September 1, 2026 (100% discretionary).

**What types of clients does Freedom Financial Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (147).

**Does Freedom Financial Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/330516

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $1,464,743
- Discretionary: $1,464,743
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 147 | $1,464,743 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: TX, VI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [myestateshieldvi.com](https://myestateshieldvi.com)
- Facebook facebook.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Freedom Financial Advisors (CRD 330516): Form ADV filing data as of October 2026.