A complete list of active advisors currently associated with FS Financial Advisors, LLC
Warmer can help you find a great advisor at FS Financial Advisors, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at FS Financial Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Dallas, TX
| 7
| |
Dallas, TX
| 7
|
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