UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
30yrs
Patrick Freeman
Full name on record: Patrick Timothy Freeman
Financial advisor at Freeman Wealth Management
Based in Dallas, Texas, Patrick Freeman is a fiduciary financial advisor with 30 years of industry experience. Patrick has been with Freeman Wealth Management since 2025; before that, Patrick spent three years at RFG Advisory and a year at Heritage Wealth Management. Patrick holds the CFP® designation.
One of 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
Experience30 years (since 1997)
How that compares ?Top 14% by experience in Texas
Office2626 Cole Ave Suite 300, Dallas, TX 75204
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.18 million
States licensed ?1 state
Services through Freeman Wealth Management
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jan 2025 – nowFreeman Wealth ManagementCurrent firm
- 2022 – 2025RFG Advisory, LLCPreviously
- May 2021 – Apr 2022Heritage Wealth Management, LLCPreviously
- 2006 – 2021Freeman Wealth Management LLCPreviously
- Jan 2006 – May 2006Northwestern Mutual Investment Services, LLCPreviously
Contact Patrick
(817) 909-1115Freeman Wealth Management main office 2626 Cole Ave Suite 300Dallas, TX 75204Office · Get directions
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Freeman Wealth Management at (817) 909-1115 and ask for Patrick Freeman. Patrick works from the Dallas, TX office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1997, about 30 years. Top 14% by experience in Texas.
What licenses does Patrick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Freeman Wealth Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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