# Brett Fry

> Brett Fry is a fee-only financial advisor at Forteris Wealth Management in Dallas, Texas, who holds the CFA and CFP credentials. Forteris Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/brett-fry/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Forteris Wealth Management
- **Based in:** Dallas, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $219.0M across 545 accounts
- **Credentials:** CFA, CFP
- **CRD:** 5859465 (https://adviserinfo.sec.gov/individual/summary/5859465)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2014), Series 66 (2019)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://forteriswealth.com

## Frequently asked questions

### Is Brett Fry a fee-only financial advisor?

Yes. Brett Fry is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Brett's firm.

### How does Brett charge for financial advice?

Brett's firm, Forteris Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Brett Fry based?

Brett Fry is based in Dallas, Texas.

### What credentials does Brett Fry hold?

Brett Fry holds the CFA and CFP credentials.

### Is Brett Fry registered with the SEC?

Yes. Brett Fry is registered as an investment adviser representative in TX (CRD 5859465), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Forteris Wealth Management manage?

Forteris Wealth Management reports $219.0M across 545 accounts in assets under management.

### How do I contact Brett Fry?

Through Brett's website, forteriswealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/3114): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.