Travis McCullough
Forthright Financial Services · Weatherford, Texas
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.
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Specialties
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 |
| Assets under management | $3.9M across 53 accounts |
| Credentials | BS · CFP · MST |
| SEC registration | Investment adviser representative in TX · CRD 6978261 |
| Exams passed | Series 66 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | forthrightfs.com |
| Profile |
How Travis's firm compares
- Forthright Financial Services's average account is about $74,000, from its Form ADV (assets managed divided by 53 accounts).
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Questions about Travis
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Weatherford
Other advisors in Texas who focus on tax planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Forthright Financial Services website : specialties, clients served, and fees, checked October 28, 2026
- 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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