Patrick Freeman
Freeman Wealth Management · Dallas, Texas
Patrick Freeman is a fee-only financial advisor at Freeman Wealth Management in Dallas, Texas, who holds the CFP credential. Freeman Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Freeman Wealth Management |
|---|---|
| Based in | Dallas, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $52M across 150 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 2846357 |
| Exams passed | Series 63 (1997) · Series 65 (1999) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Profile |
How Patrick's firm compares
- Freeman Wealth Management's average account is about $347,000, from its Form ADV (assets managed divided by 150 accounts).
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Questions about Patrick
Is Patrick Freeman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patrick holds no broker registration, and Freeman Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Patrick charge for financial advice?
Patrick's firm, Freeman Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Patrick Freeman based?
Patrick Freeman is based in Dallas, Texas.
What credentials does Patrick Freeman hold?
Patrick Freeman holds the CFP credential.
Is Patrick Freeman registered with the SEC?
Yes. Patrick Freeman is registered as an investment adviser representative in TX (CRD 2846357), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Freeman Wealth Management manage?
Freeman Wealth Management reports $52M across 150 accounts in assets under management.
How do I contact Patrick Freeman?
Contact details aren't on file yet. Search for Freeman Wealth Management.
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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