Mark Sorgenfrei
Frazee Investment Consulting · Memphis, Tennessee
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.
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Facts
| Firm | Frazee Investment Consulting |
|---|---|
| Based in | Memphis, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $195.5M across 306 accounts |
| Credentials | CFP · PFS |
| SEC registration | Investment adviser representative in TN, TX · CRD 4748351 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.frazeeinvestment.com |
| Profile |
How Mark's firm compares
- Frazee Investment Consulting's average account is about $639,000, from its Form ADV (assets managed divided by 306 accounts).
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Questions about Mark
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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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