Martin Brooks
Martin Brooks is a registered investment advisor at Freedom Wealth Advisors, LLC, based in Lee'S Summit, MO, with 23 years of industry experience. Martin 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
110 SW 3rd St, Lee'S Summit, MO, 64082
Get directionsHistory
Regulatory History (4)
Customer Dispute
February 2023Regulatory
March 2018Employment Separation After Allegations
April 2016Customer Dispute
April 2016Other Business ActivitiesSells Insurance
Martin is an independent insurance agent selling non-variable insurance since 2006. He is also the founder/president of Heritage Financial and owner of Heritage Property Investments, dealing with real estate sales, rentals, and property management.
Employment History
Current Registrations
Freedom Wealth Advisors, LLC
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
United Planners' Financial Services of America a Limited Partner
Cetera Advisors LLC
Cetera Advisors LLCBroker
New England Securities Corporation
New England SecuritiesBroker
Foresters Equity Services, INC.Broker
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.