# Travis McCullough

> Travis McCullough is a fee-only financial advisor at Forthright Financial Services in Weatherford, Texas, who holds the BS, CFP and MST credentials. Travis charges hourly fees and an ongoing planning fee (no asset minimum) and focuses on tax planning, estate & legacy planning and retirement planning.

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

## Facts

- **Firm:** Forthright Financial Services
- **Based in:** Weatherford, Texas
- **Fee model:** Hourly; Ongoing planning fee
- **Fees (firm's website):** no asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $3.9M across 53 accounts
- **Credentials:** BS, CFP, MST
- **Specialties:** Tax planning, Estate & legacy planning, Retirement planning, Equity compensation
- **CRD:** 6978261 (https://adviserinfo.sec.gov/individual/summary/6978261)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 66 (2019)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://forthrightfs.com

## Frequently asked questions

### Is Travis McCullough a fee-only financial advisor?

Yes. Travis McCullough is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Travis's firm.

### How does Travis charge for financial advice?

Travis charges hourly fees and an ongoing planning fee.

### How much does Travis charge?

According to Forthright Financial Services's website, checked October 28, 2026: no asset minimum.

### Where is Travis McCullough based?

Travis McCullough is based in Weatherford, Texas.

### What does Travis specialize in?

Travis's specialties include tax planning, estate & legacy planning, retirement planning and equity compensation.

### What credentials does Travis McCullough hold?

Travis McCullough holds the BS, CFP and MST credentials.

### Is Travis McCullough registered with the SEC?

Yes. Travis McCullough is registered as an investment adviser representative in TX (CRD 6978261), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Forthright Financial Services manage?

Forthright Financial Services reports $3.9M across 53 accounts in assets under management.

### How do I contact Travis McCullough?

Through Travis's website, forthrightfs.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/50155): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://forthrightfs.com/): specialties, clients served, and fees, checked October 28, 2026

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