Firm
Forthright Financial Services
Weatherford, Texas
Fee-only
Forthright Financial Services at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 36 individual clients.
- Its average account is about $74,000 (assets it manages divided by its 53 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Weatherford, Texas |
|---|---|
| Website | forthrightfs.com |
| [email protected] | |
| Phone | (817) 661-1231 |
Forthright Financial Services fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | None |
|---|---|
| How it charges | Hourly · Ongoing planning fee |
In the firm's words
"*No investment minimums." source
"Save time solving complicated financial issues with expert advice an hour at a time." source
"Billed Monthly, in advance. You will not be tied into a contract so you can stop services at any time." source
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
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $4 million |
| Individual clients | 36 |
| Accounts managed | 53 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 326786 |