David Barth
Freestate Advisors · Overland Park, Kansas
David Barth is a fee-only financial advisor at Freestate Advisors in Overland Park, Kansas. Freestate Advisors reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Freestate Advisors |
|---|---|
| Based in | Overland Park, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $181.8M across 635 accounts |
| SEC registration | Investment adviser representative in KS, MO, TX · CRD 7404207 |
| Exams passed | Series 65 (2021) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.freestateadvisors.com |
How David's firm compares
- Freestate Advisors's average account is about $286,000, from its Form ADV (assets managed divided by 635 accounts).
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Questions about David
Is David Barth a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Freestate Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Freestate Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is David Barth based?
David Barth is based in Overland Park, Kansas.
Is David Barth registered with the SEC?
Yes. David Barth is registered as an investment adviser representative in KS, MO and TX (CRD 7404207), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Freestate Advisors manage?
Freestate Advisors reports $181.8M across 635 accounts in assets under management.
How do I contact David Barth?
Through David's website, www.freestateadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Overland Park
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Freestate Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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