FS Financial Advisors, LLC logo

FS Financial Advisors, LLC

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Client assets under management

$17,199,698

Clients

27

19% high-net worth

Advisors

2

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

14

Very Low

Average account size

$637,026

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

Financial planning Portfolio management Pension consulting

Expertise

General tax planning Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner Retired

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Fee options

Fixed

$1,500 to $10,000 annually

Percentage

$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

Project-based

$250 to $500 per hour

Subscriptions

Quarterly fees $300 to $500 per quarter

Other

Fee-only: Hourly fees $250 to $500; quarterly fees $300 to $500; flat fees $1,500 to $10,000 annually

Main office location

FS Financial Advisors, LLC

8350 N. Central Expressway, Suite 206

Dallas TX 75206, United States

Number of offices

1

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

Advisors at this firm

user avatar

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.

General tax planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

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.

General tax planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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