Brett N. Fry, CFA, CFP®
Fiduciary, fee only financial planning to help you at every stage of life.
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Serving Clients Nationwide
Fiduciary, fee only financial planning to help you at every stage of life.
Areas of Focus
- Education Funding
- Estate Planning
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Brett N. Fry, CFA, CFP®
When Brett Fry’s grandfather passed away 15 years ago, there were hundreds of people in attendance at his funeral; he was a very loved and respected man. Many people approached Brett and shared stories illustrating what a good man his grandfather was and how he had positively impacted them and the community. This experience taught him that what you do on a daily basis leaves a lasting impression on people.As a result of this, and other lessons, Brett made the commitment to be an influence for good in the lives of others, to put relationships first, to always be honest and transparent in all his dealings, and to give 150% to everything he does. It’s these principles that inspire and drive Brett in his career as a financial planner.
For over a decade Brett has found great satisfaction in helping his clients create financial plans and strategies to eliminate the stress they feel concerning their financial futures. As the Managing Director in the Dallas Office of Forteris Wealth Management, Brett has a genuine desire to always do what’s best for his clients and help them achieve their goals, passions, and dreams.
Brett received his Bachelor’s Degree in Finance from Stephen F. Austin State University and a dual Master’s Degree in Finance and Personal Financial Planning from Texas Tech University. He earned his Certified Financial Planner and Chartered Financial Analyst designations in 2014 and 2017. Before becoming the Managing Director for Forteris Wealth, he worked for Altfest Personal Wealth Management and BNY Mellon in New York City.
Brett is also a member of the National Association of Personal Financial Advisors (NAPFA) and Fee Only Network. Brett is frequently quoted in media publications such as InvestmentNews, CNN, and the Bump.
In his free time, Brett enjoys spending time with friends and family, playing golf, and watching his beloved Cowboys and Texas Tech play football. He currently resides in Plano, Texas with his wife Janelle and daughter, who are his greatest support and inspiration.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Chartered Financial Analyst (CFA)
Affiliations
-
Fee Only Network
- National Association of Personal Financial Advisors
Primary Location
16200 Dallas Pkwy Suite 115, Dallas, TX 75248
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to begin with an introductory phone call where we can get to know you and what you are looking for in an advisor. We will also provide you with an overview of our firm and how we work with our clients. If we may be a good fit, we can set up a discovery meeting to get to know each other better. I look forward to speaking with you.Offers Investment Management
Yes
About Forteris Wealth Management
Founded in 1993, Forteris Wealth Management is a comprehensive financial planning firm with offices located in Armonk, New York and Dallas, Texas. We proudly serve clients locally, nationally, and internationally.At Forteris Wealth Management, we recognize that we are in a position of trust. We don’t take that trust lightly. As fiduciary advisors and trusted financial counselors, we are committed to being honest and transparent, and eliminating all conflicts of interest when guiding our clients.
At the end of the day, we want to make a difference in people’s lives. We use our knowledge and skill sets to help ease people’s anxiety concerning their finances, and help them achieve financial freedom.
✔️ Our Services
We offer a wide range of services that are tailored to help you feel confident and secure in your financial future.
✔️ Our Process
Our painless process will help to alleviate your financial stress, provide peace of mind, and offer support and accountability every step of the way.
✔️ Our Clients
At the end of the day, we want to make a difference in people’s lives. We will use our experience, knowledge, and big-picture perspective to help you achieve your financial goals.
Let's Connect
Schedule an appointment today to see how Forteris Wealth Management can help you achieve your financial goals.
Education
Texas Tech University - Rawls College of Business Masters, Finance; Masters, Personal Financial Planning | Stephen F. Austin State University, Bachelor of Science, Business Administration; Finance
Hobbies and Interests
- Family
- Football
- Golf
SEC Lookup
View DisclosureWho We Serve
- Attorneys
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Parents
- Young Families
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