Paul Mcclain is a registered investment advisor at Freedom Wealth Advisors, LLC, based in Lee'S Summit, MO, with 20 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 299 clients with $99M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Freedom Wealth Advisors charges a monthly fee based on the value of your investments. This fee will not exceed 1.25% annually. The fee may be negotiable based on factors like account size or relationship. The fee is deducted from your account monthly. If you start or end services mid-month, the fee is adjusted accordingly.
Location
4963 C Goodview Circle, Lee'S Summit, MO, 64064
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Paul is involved with Supreme Athletic Complex, LLC, spending a few hours per week on bookkeeping. He also manages several investment-related entities (FW Opportunity Fund LP, Freedom Wealth Fund LP, and related companies) and is a Vice President at First Business Bank, dedicating about a quarter of his time to these activities.
Employment History
Current Registrations
Freedom Wealth Advisors, LLC
Previous Registrations
Fw Investments, LLC
Financial Counselors INC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.