Travis Mccullough is a CFP-designated registered investment advisor at Forthright Financial Services, based in Weatherford, TX, with 6 years of industry experience. Travis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 24 clients with $2.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.60% |
| $1.0M - $10.0M | 0.45% |
| $10M+ | 0.35% |
Fee Estimator
Contact
Travis Mccullough
Location
1200 S Main St Ste 109, Weatherford, TX, 76086
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Forthright Financial Services
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
State Registrations1 state
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