# Jeffrey Helfrich

> Jeffrey Helfrich is a fee-only financial advisor at Penn Davis McFarland in Dallas, Texas, who holds the CFA credential. Penn Davis McFarland reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/jeffrey-helfrich/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Penn Davis McFarland
- **Based in:** Dallas, Texas
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $1.36B across 549 accounts
- **Credentials:** CFA
- **Works with:** Multi-generational families
- **CRD:** 4455709 (https://adviserinfo.sec.gov/individual/summary/4455709)
- **SEC registration:** Investment adviser representative in TX
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** http://www.pdavis.org

## Frequently asked questions

### Is Jeffrey Helfrich a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Penn Davis McFarland reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jeffrey charge for financial advice?

Jeffrey's firm, Penn Davis McFarland, reports charging a percentage of assets on its SEC Form ADV.

### Where is Jeffrey Helfrich based?

Jeffrey Helfrich is based in Dallas, Texas.

### What credentials does Jeffrey Helfrich hold?

Jeffrey Helfrich holds the CFA credential.

### Is Jeffrey Helfrich registered with the SEC?

Yes. Jeffrey Helfrich is registered as an investment adviser representative in TX (CRD 4455709), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Penn Davis McFarland manage?

Penn Davis McFarland reports $1.36B across 549 accounts in assets under management.

### How do I contact Jeffrey Helfrich?

Through Jeffrey's website, www.pdavis.org.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4455709): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.pdavis.org/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.