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Freedom Wealth Management
Freedom Wealth Advisors, located in Clayton, North Carolina, is a fee-only financial advisory firm dedicated to helping clients achieve financial freedom through personalized planning and investment strategies. Led by John Pulleyn, CFP®, the firm offers a comprehensive suite of services, including budgeting, retirement planning, investment management, and tax strategies.
They emphasize a collaborative approach, coaching clients to make informed decisions while respecting their autonomy. With a commitment to transparency, Freedom Wealth Advisors typically charges a 1% annual fee on assets under management, with fees decreasing as asset levels increase. The firm fosters long-term relationships by providing ongoing support and annual reviews to ensure clients’ financial plans align with their evolving goals.