Steve Williams
Steve Williams is a registered investment advisor at Freedom Wealth Advisors, LLC, based in Lee'S Summit, MO, with 6 years of industry experience. Steve 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
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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 ActivitiesSells Insurance
Steve's firm, Peritus Benefits and Investments, Inc., is a Retirement Plan Third Party Administrator. They also have a small life/health insurance practice, but the commissions are negligible.
Employment History
Current Registrations
Freedom Wealth Advisors, LLC
State Registrations1 state
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.