Pricing | Freeman Capital

Pricing for every budget

Whatever your situation is, we have a pricing plan to meet your needs and help you grow.

Fully transparent.
Zero commission.

All of our CERTIFIED FINANCIAL PLANNER™ professionals are strictly zero commission. We’re legally required to help you make decisions that are in your best interest. We are focused on one goal: increase your net worth.

You’re never locked into any plan and you can upgrade or downgrade your plan at any time.

Discover the plan that meets your needs and start your new financial journey today.

Accountability + Regular Check-Ins

An essential part of our service is continually checking in and encouraging you to stay on track with budgeting, saving, and investing. 

You’ll always have access to the Freeman Capital support team and you can see how often you’ll talk with your CERTIFIED FINANCIAL PLANNER™ professional in our transparent pricing guidetransparent pricing guide.

Plan
Platinum Plan
Gold Plan
Silver Plan

Perfect for: Your situation and needs are unique. You want dedicated focus and attention.

Your dedicated financial planner will work with you across all of your investment needs and provide you tailored education.

Perfect for: Those who have built up a solid financial foundation and want to take their investments and financial plans to the next level.

Perfect for: People of all stages in life looking to start investing and start seriously making progress on their financial journey. It’s never too late or too early to start.

Pricing

$3.18

a day

$1.87

a day

$0.88

a day
Top features
Includes all gold and silver plans features
  • Dedicated Certified Financial Planner™ with monthly phone calls (as needed)
  • Option for custom created portfolios
  • Insurance Analysis
  • Estate Planning
  • 3 Day Priority Support
  • Additional Goals: Any custom goals or situations
  • Additional Certified Financial Planner™ calls: $25/phone call
Includes
all silver plan features
  • Quarterly calls with your dedicated Certified Financial Planner™
  • Advice with Investment Portfolios
  • Employer retirement plan advice
  • Student loan planning
  • College funding plans
  • Joint or family accounts
  • 5 Day priority support
  • Types of accounts: Retirement accounts
  • Additional Goals: Retirement, house purchasing
  • Additional Certified Financial Planner™ calls: $50/phone
Includes
Platform features
  • Unlimited conversations with chat
  • Unlimited conversations with email
  • 1 video or phone call with your Certified Financial Planner™
  • Automated financial plans (savings, debt reduction, budget tracking)
  • Recommendations for budget & cash flow improvements
  • 0% AUM fees with fractional shares and portfolio management up to 25k and then 1% after
  • Types of goals: Emergency Fund, Debt Paydown, General Investing
  • Tailored education (webinars, courses, blogs)
  • Types of accounts: Brokerage & Savings
  • Standard support response
  • Additional Certified Financial Planner™ calls: $75/phone
Unlimited 1-1 Chat
Unlimited Email Messages
Video Chats with your Financial Planner
Phone calls with your Financial Planner
Automated Savings Plans
Debt Reduction Plans
Automated Budgeting Tracking
Budget & Cash Flow Improvements
Fractional Shares
Automated Portfolio Management
Tailored Education
Educational Webinars
Educational Courses
Standard Support Response
One on One Education
Student Loan Planning
Employer Retirement Plan Advice
Investment Advice with Anywhere Portfolios
College Funding Plans
Joint or Family Accounts
Priority 5 Day Support
Dedicated Certified Financial Planner™
Estate Planning
Custom Created Portfolios
Insurance Analysis
Priority 3 Day Support
Pricing
Platinum Plan
Gold Plan
Silver Plan

$97

a month

$3.18

a day

$57

a month

$1.87

a day

$27

a month

$0.88

a day

Platinum Plan

$3.18

a day

Perfect for: Your situation and needs are unique and require dedicated focus and attention. Your dedicated financial planner will work with you across all of your investment needs and provide you tailored education.

What’s included: The Platinum package includes everything from the Gold and Silver packages, plus:

  • Dedicated CERTIFIED FINANCIAL PLANNER™ professional with monthly phone calls (as needed)
  • Option for custom created portfolios
  • Insurance Analysis
  • Estate Planning
  • 3 Day Priority Support
  • Additional Goals: Any custom goals or situations
  • Additional CERTIFIED FINANCIAL PLANNER™ professional calls: $25/phone call

$97

a month

Gold Plan

$1.87

a day

Perfect for: Those who have built up a solid financial foundation and want to take their investments and financial plans to the next level.

What’s included: The Gold package includes everything from the Silver package, plus:

  • Quarterly calls with your dedicated CERTIFIED FINANCIAL PLANNER™ professional
  • Advice with Investment Portfolios
  • Employer retirement plan advice
  • Student loan planning
  • College funding plans
  • Joint or family accounts
  • 5 Day priority support
  • Types of accounts: Retirement accounts
  • Additional Goals: Retirement, house purchasing
  • Additional CERTIFIED FINANCIAL PLANNER™ professional calls: $50/phone

$57

a month

Silver Plan

$0.88

a day

Perfect for: People of all stages in life looking to start investing and start seriously making progress on their financial journey. It’s never too late or too early to start.

What’s included:

  • Unlimited conversations with chat
  • Unlimited conversations with email
  • 1 video or phone call with your CERTIFIED FINANCIAL PLANNER™ professional
  • Automated financial plans (savings, debt reduction, budget tracking)
  • Recommendations for budget & cash flow improvements
  • 0% AUM fees with fractional shares and portfolio management up to 25k and then 1% after
  • Types of goals: Emergency Fund, Debt Paydown, General Investing
  • Tailored education (webinars, courses, blogs)
  • Types of accounts: Brokerage & Savings
  • Standard support response
  • Additional CERTIFIED FINANCIAL PLANNER™ professional calls: $75/phone

$27

a month

Compare Our Plans

Full Feature Comparison

Feature
Platinum
Gold
Silver
Unlimited conversations via chat
Unlimited conversations via email
Video Chats with your financial planner
Phone calls with your financial planner
Automated Savings Plans
Debt Reduction Plans
Automated Budgeting Tracking
Budget & Cash Flow Improvements
Fractional Shares
Automated Portfolio Management
Tailored Education
Educational Webinars
Educational Courses
Standard Support Response
One on One Education
Student Loan Planning
Employer Retirement Plan Advice
Investment Advice with Anywhere Portfolios
College Funding Plans
Joint or Family Accounts
Priority 5 Day Support
Dedicated Certified Financial Planner™
Estate Planning
Custom Created Portfolios
Insurance Analysis
Priority 3 Day Support

Custom Packages

Need something specific? Want something more or something less? Click here to create a custom package.

Free investing up to $25,000

There are zero assets under management (AUM) fees for accounts under $25,000. When assets under management reach over $25,000, the fee is 1% annually charged monthly (1% / 12 months = .083% a month).

Want better financial fitness for the price of going to the movies?

Platinum Plan

Perfect for: Your situation and needs are unique and require dedicated focus and attention. Your dedicated financial planner will work with you across all of your investment needs and provide you tailored education.

Gold Plan

Perfect for: Those who have built up a solid financial foundation and want to take their investments and financial plans to the next level.

Silver Plan

Perfect for: People of all stages in life looking to start investing and start seriously making progress on their financial journey. It’s never too late or too early to start.
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