David Freeze
FS Financial Advisors · Dallas, Texas
David Freeze is a fee-only financial advisor at FS Financial Advisors in Dallas, Texas, who holds the PFS credential. FS Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | FS Financial Advisors |
|---|---|
| Based in | Dallas, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $17.2M across 75 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in TX · CRD 7056897 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.freezesulkov.com/financial |
| Profile |
How David's firm compares
- FS Financial Advisors's average account is about $229,000, from its Form ADV (assets managed divided by 75 accounts).
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Questions about David
Is David Freeze a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and FS Financial 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, FS Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Freeze based?
David Freeze is based in Dallas, Texas.
What credentials does David Freeze hold?
David Freeze holds the PFS credential.
Is David Freeze registered with the SEC?
Yes. David Freeze is registered as an investment adviser representative in TX (CRD 7056897), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does FS Financial Advisors manage?
FS Financial Advisors reports $17.2M across 75 accounts in assets under management.
How do I contact David Freeze?
Through David's website, www.freezesulkov.com/financial.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Dallas
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
- 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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