Brett Fry
Forteris Wealth Management · Dallas, Texas
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.
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Facts
| Firm | Forteris Wealth Management |
|---|---|
| Based in | Dallas, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $219.0M across 545 accounts |
| Credentials | CFA · CFP |
| SEC registration | Investment adviser representative in TX · CRD 5859465 |
| Exams passed | Series 65 (2014) · Series 66 (2019) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | forteriswealth.com |
How Brett's firm compares
- Forteris Wealth Management's average account is about $402,000, from its Form ADV (assets managed divided by 545 accounts).
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Questions about Brett
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Dallas
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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