# Mark Sorgenfrei

> Mark Sorgenfrei is a fee-only financial advisor at Frazee Investment Consulting in Memphis, Tennessee, who holds the CFP and PFS credentials. Frazee Investment Consulting reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/mark-sorgenfrei/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Frazee Investment Consulting
- **Based in:** Memphis, Tennessee
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $195.5M across 306 accounts
- **Credentials:** CFP, PFS
- **CRD:** 4748351 (https://adviserinfo.sec.gov/individual/summary/4748351)
- **SEC registration:** Investment adviser representative in TN, TX
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.frazeeinvestment.com

## Frequently asked questions

### Is Mark Sorgenfrei a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Frazee Investment Consulting reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Mark charge for financial advice?

Mark's firm, Frazee Investment Consulting, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Mark Sorgenfrei based?

Mark Sorgenfrei is based in Memphis, Tennessee.

### What credentials does Mark Sorgenfrei hold?

Mark Sorgenfrei holds the CFP and PFS credentials.

### Is Mark Sorgenfrei registered with the SEC?

Yes. Mark Sorgenfrei is registered as an investment adviser representative in TN and TX (CRD 4748351), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Frazee Investment Consulting manage?

Frazee Investment Consulting reports $195.5M across 306 accounts in assets under management.

### How do I contact Mark Sorgenfrei?

Through Mark's website, www.frazeeinvestment.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4748351): 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

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