Forthright Financial Services fees and pricing
Financial planner in Weatherford, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Forthright Financial Services charges $250 an hour, a flat or project fee of $500-$10,000, and a monthly fee of $500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Our hourly rate is $250.”
- Flat or project fee
- $500-$10,000
“Fixed fee rates range between $500 to $10,000.”
- Monthly fee
- $500-$10,000/mo
“The fees for this service range from $500 to $10,000 per month, based on many different factors including company size, expected workload, and services needed.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Forthright Financial Services bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is based on a percentage of assets under management and is negotiable.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Fees are paid monthly in arrears, ranging from $100 to $350.”
How Forthright Financial Services’ fees compare
- Its hourly rate of $250 is below the Texas median of $275. 28% of the 468 other Texas planners that publish an hourly rate charge less.
- 3 of the 3 other planners in Weatherford that publish an hourly rate charge less.
- Its flat or project fee of $500-$10,000 spans the Texas median of $3,850. 59% of the 401 other Texas planners that publish a flat or project fee charge less.
- 1 of the 2 other planners in Weatherford that publish a flat or project fee charge less.
About Forthright Financial Services
- Principal: Travis McCullough
- Solo practice: one person runs the firm, so you work directly with the planner.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 36
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops
- Assets managed
- $3,930,980
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 326786
- Phone
- (817) 661-1231
Other planners in Weatherford that publish fees
- Bentoak CapitalWeatherford$50-$300/hr, $500-$20,000
- Exponential Advisors LLCWeatherford$5,000
- Hamrick Financial, LLCWeatherford$200/hr
- Stevenson Advisory Services & InvestmentsWeatherford$150/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.