FS Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
FS Financial Advisors, LLC provides investment advisory and planning services primarily to individual and high-net-worth clients, and also offers retirement plan consulting for plan sponsors and participants. The firm’s services include discretionary asset management, financial planning and consulting, and retirement plan-related advisory work.
The firm constructs individualized portfolios that may include individual stocks and bonds, mutual funds, ETFs, and options, and advisors employ both fundamental and technical analysis while using short- and long-term trading strategies as appropriate. Portfolios are reviewed at least annually, can be managed on a discretionary basis, and clients may impose reasonable investment restrictions on accounts the firm directly manages.
FS Financial Advisors is owned by an accounting firm (Freeze Sulkov & Associates CPAs, PC), and the advisory team includes professionals with CPA and financial-planning credentials, enabling coordinated tax planning, compliance, and wealth management work alongside investment advice. Fees for accounting and tax services are charged separately and clients are not obligated to use the affiliated accounting services; the firm also provides employer-focused retirement-plan services such as fiduciary consulting, RFP assistance, and vendor management, which distinguish it from many peers.
Client services
Expertise
Occupation focus
Fee options
$1,500 to $10,000 annually
$0 - $500,000: 1.00% annually $500,001 - $1,000,000: 0.90% annually $1,000,001 - $1,500,000: 0.75% annually $1,500,001 - $2,000,000: 0.50% annually Over $2,000,000+: 0.35% annually
$250 to $500 per hour
Quarterly fees $300 to $500 per quarter
Fee-only: Hourly fees $250 to $500; quarterly fees $300 to $500; flat fees $1,500 to $10,000 annually
Main office
8350 N. Central Expressway, Suite 206
Dallas TX 75206
Advisors at this office
2
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
David F
PFS™
Dallas, TX
FS Financial Advisors, LLC
David Freeze is a financial advisor with FS Financial Advisors, LLC in Dallas, TX, holding the PFS™ designation and seven years of industry experience. He has worked at FS Financial Advisors since 2018 and concurrently at Freeze Sulkov & Associates CPA's, PC since 1999. Outside of his advisory role, he is involved in managing a holding company with interests in oil, gas, and healthcare, and he is a partial owner of a local fitness center where he handles accounting. FS Financial Advisors, LLC provides investment advisory and planning services primarily to individual and high-net-worth clients, as well as retirement plan consulting for plan sponsors and participants. The firm constructs individualized portfolios using a variety of asset types and employs both fundamental and technical analysis, coordinating tax and wealth management services through its affiliation with an accounting firm.
Maksym S
PFS™
Dallas, TX
FS Financial Advisors, LLC
Maksym Sulkov is a financial advisor at FS Financial Advisors, LLC in Dallas, TX, holding the PFS™ designation with seven years of industry experience. He has been with FS Financial Advisors since 2018 and is also associated with Freeze Sulkov & Associates CPA's, PC, where he has worked since 2014. Outside of advising, he manages Freeze-Sulkov Holdings, Inc., a holding company with business interests in oil, gas, and healthcare. FS Financial Advisors, LLC provides investment advisory and planning services primarily to individual and high-net-worth clients, along with retirement plan consulting for plan sponsors and participants. The firm utilizes both fundamental and technical analysis to construct individualized portfolios with various asset types and offers coordinated tax planning alongside investment advice through its affiliation with an accounting firm.
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