Gregory Mangelsdorf
Howard Financial Services · Dallas, Texas
Gregory Mangelsdorf is a fee-only financial advisor at Howard Financial Services in Dallas, Texas, who holds the CFP credential. Howard Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Howard Financial Services |
|---|---|
| Based in | Dallas, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.40B across 1,276 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in LA, TX · CRD 6514582 |
| Firm size | 24 employees |
| Disclosures | None reported |
| Website | www.hfs-wm.com |
How Gregory's firm compares
- Howard Financial Services's average account is about $1.1 million, from its Form ADV (assets managed divided by 1,276 accounts).
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Questions about Gregory
Is Gregory Mangelsdorf a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gregory holds no broker registration, and Howard Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gregory charge for financial advice?
Gregory's firm, Howard Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Gregory Mangelsdorf based?
Gregory Mangelsdorf is based in Dallas, Texas.
What credentials does Gregory Mangelsdorf hold?
Gregory Mangelsdorf holds the CFP credential.
Is Gregory Mangelsdorf registered with the SEC?
Yes. Gregory Mangelsdorf is registered as an investment adviser representative in LA and TX (CRD 6514582), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Howard Financial Services manage?
Howard Financial Services reports $1.40B across 1,276 accounts in assets under management.
How do I contact Gregory Mangelsdorf?
Through Gregory's website, www.hfs-wm.com.
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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