Forteris Wealth Management

Forteris Wealth Management at a glance

• One of 690 fee-only firms based in Texas in the Wellspent graph.
• 2 advisors are listed here; 1 of 2 hold the CFP.
• Its Form ADV reports 3 employees and 175 individual clients, 92 of them high net worth.
• Its average account is about $402,000 (assets it manages divided by its 545 accounts).

Fee-only advisors in Texas · What fee-only advisors charge in Texas

Facts

Forteris Wealth Management fees

Forteris Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (2)

• Brett Fry

  CFA · CFP

• Jay Furst

Other fee-only firms in Dallas

• Freeman Wealth Management
• FS Financial Advisors
• Garza Financial Planning
• Gatens Financial LLC
• Goldstein Financial Future
• Halcyon Global Advisors, LLC.
• Hartmann Taylor Wealth Management
• Harvester Wealth

Fee-only advisors in Texas