Brett Fry

CFA®, CFP®

Forteris Wealth Management

Wealth Advisor

Brett Fry

CFA®, CFP®

Forteris Wealth Management

Wealth Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Brett Fry, CFA®, CFP®

972-777-6910

Fee-Only financial planner located in Dallas, TX, serving clients locally and across the country

Meet Brett Fry

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 clients 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 a M.B.A. in Finance and a 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.  Brett is also a NAPFA Registered Financial Advisor and a member of XY Planning Network.

 

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.

Brett Fry is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Contact Brett Fry

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Office Locations:

  • 13155 Noel Rd, Ste 830
    Dallas, TX 75240

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