# Forthright Financial Services

> Forthright Financial Services is a state-registered investment advisory firm in Weatherford, TX, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 326786
- Filed as: FORTHRIGHT FINANCIAL SERVICES
- Legal name: Forthright Financial Services LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Weatherford, TX
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/326786
- AdvisorCensus page: https://advisorcensus.com/firm/forthright-financial-services-weatherford-tx-326786

## Quick answers

**How is Forthright Financial Services compensated?**
On its Form ADV (Item 5.E, October 2026), Forthright Financial Services reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Forthright Financial Services located?**
Forthright Financial Services' principal office is in Weatherford, TX, according to its Form ADV.

**Is Forthright Financial Services registered with the SEC or a state?**
Forthright Financial Services is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 326786.

**How much does Forthright Financial Services manage?**
Forthright Financial Services reports $3,930,980 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Forthright Financial Services serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (36).

**Does Forthright Financial Services report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/326786

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $3,930,980
- Discretionary: $3,930,980
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 36 | $3,930,980 |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- forthrightfs.com
- Facebook @forthrightfs
- Instagram @travisthecfo
- LinkedIn @forthright-financial-services
- LinkedIn @travis-mccullough-cfp®-mst-03a47295
- TikTok @travisthecfo
- X @TravisTrentMcC
- X @forthrightfs
- YouTube @UCIt5lZxvfIQFDtJBJNTamJg

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Forthright Financial Services (CRD 326786): Form ADV filing data as of October 2026.