# Freedom Wealth Advisors, LLC

> Freedom Wealth Advisors, LLC is a state-registered investment advisory firm in Lee'S Summit, MO, registered since 2010, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 154270
- Filed as: FREEDOM WEALTH ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lee'S Summit, MO
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/154270
- AdvisorCensus page: https://advisorcensus.com/firm/freedom-wealth-advisors-llc-lee-s-summit-mo-154270

## Quick answers

**How is Freedom Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Freedom Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Freedom Wealth Advisors, LLC located?**
Freedom Wealth Advisors, LLC's principal office is in Lee'S Summit, MO, according to its Form ADV.

**Is Freedom Wealth Advisors, LLC registered with the SEC or a state?**
Freedom Wealth Advisors, LLC is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 154270.

**How much does Freedom Wealth Advisors, LLC manage?**
Freedom Wealth Advisors, LLC reports $104,225,000 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (89% discretionary).

**What types of clients does Freedom Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (210); high net worth individuals (28); pooled investment vehicles (other than investment companies and business development companies) (11).

**Does Freedom Wealth Advisors, LLC 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/154270

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $104,225,000
- Discretionary: $93,225,000
- Non-discretionary: $11,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 210 | $41,000,000 |
| High net worth individuals | 28 | $61,000,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 11 | $1,900,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | Fewer than 5 | $325,000 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 4 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 2010 (16 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KS, MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- freedom-wealth.com
- fwadvisor.com
- Facebook @FREEDOMWEALTHADVISORS
- LinkedIn @PAUL-MCCLAIN-3A886B10

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Freedom Wealth Advisors, LLC (CRD 154270): Form ADV filing data as of October 2026.