firm profile
Freedom Financial Advisors, LLC
Overview
Freedom Financial Advisors, LLC is a state registered investment adviser based in South Charleston, WV, registered since 2022. It reports $13M in assets under management across 43 accounts, with 3 employees. It has 4 investment adviser representatives.
- Reported AUM
- $13M
- Accounts
- 43
- Average account
- $302K
- Employees
- 3
- Advisory reps
- 4
- Registered since
- 2022
- Jurisdictions
- 1
As reported in the firm's April 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 1 of 1
- Melissa Dawn Grass Chief Executive Officer CRD 4501955
Advisory reps 3 of 4
- Melissa Dawn Grass Insurance Agent · Investment Adviser Rep CRD 4501955
- Jerry Dean Potter Insurance Agent · Investment Adviser Rep CRD 1234550
- Brian E Ross Insurance Agent · Investment Adviser Rep CRD 2695509
1 more advisory rep, with emails, phones and branch locations
Location
- Headquarters
- 1211 Jefferson Rd
South Charleston, WV 25309 - County
- Kanawha
- Metro area
- Charleston, WV
- Region
- South
Registrations
- State registered
- Registered in 1 jurisdiction
- Website: ffadvisors.us
Every state, with registration dates
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