Brett Fry, CFP®, CFA Forteris Wealth Management

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About Brett Fry, CFP®, CFA

Brett rejoined Forteris Wealth Management this year and heads up the efforts in our Dallas office. Whether it be portfolio management, managing concentrated stock positions, planning for the sale of a business, or helping a young professional accumulate wealth, Brett has the expertise to help guide clients through all their financial decisions.

Prior to rejoining Forteris Wealth Management, Brett worked for BNY Mellon in New York City as a Wealth Manager. In this role, Brett worked with both institutional clients and high net worth individuals to design customized portfolios that help meet their stated investment objectives. In his previous term with Forteris, Brett was a Wealth Advisor. In this role, he oversaw Financial Planning related analyses across the firm’s client base as well as the day to day management of the firm’s fixed-income holdings. Brett was also a Financial Advisor at Altfest Personal Wealth Management in New York City where he had similar responsibilities with the firms fixed-income holdings. In this role, he was also in charge of managing client portfolios and formulating comprehensive wealth management plans.

Before moving to New York City, Brett graduated from Texas Tech University with an M.B.A. in Finance and an M.S. in Personal Financial Planning. Brett also has a B.B.A. in Finance from Stephen F. Austin State University. Brett holds the Certified Financial Planner™ designation as well as the coveted Chartered Financial Analyst designation.

In his spare time, Brett enjoys playing with his dogs as well as hanging out with friends and family in the area. During football season, Brett enjoys watching Texas Tech Football games as well as the Dallas Cowboys on Sundays. In the football off-season, you will find Brett playing golf with his friends.

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Ideal Clients

  • Attorneys
  • Coronavirus Relief
  • Gen X
  • Investment Planning & Management
  • Retirement Planning

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $125+/mo
  • Quarterly Fee: $450+/qtr
  • Flat Fee: $1,500+/engagement
  • Hourly Fee: $250+/hr
  • AUM: 1.00%
    • Pricing varies by services offered. Please contact the advisor directly for a full explanation of fee options.

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