# Forthright Financial Services

Forthright Financial Services is a RIA based in Weatherford.

## Overview

- **Organization type:** RIA
- **Headquarters:** Weatherford
- **Assets under management:** Undisclosed
- **Website:** forthrightfs.com
- **LinkedIn:** https://www.linkedin.com/company/forthright-financial-services

## Regulatory record

- **CRD number:** 326786
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/326786

## About

Forthright Financial Services is a registered investment advisor offering advisory services in Texas and other jurisdictions where exempt. The firm provides personal and professional CFO services along with straightforward tax, business, and financial advice. It helps business owners and contractors with financial planning, investment management, tax planning, business financial management, and related services.

## Sectors

- Business owners and contractors

## People

- Travis McCullough — CFP®, MST, Founder
- Travis McCullough — CFP®, MST, Founder of Forthright Financial Services

## Questions

### What is Forthright Financial Services' investment strategy?

Because the firm discloses no portfolio holdings, sector preferences, or asset-class allocations, its strategy is not externally observable. Most offices with this level of opacity manage blended portfolios through external managers and private bank platforms, often including public equities, fixed income, and private fund commitments. Forthright has not claimed any direct or co-investment activity in public records.

## Related profiles

- [Forthright Family Wealth Advisory](https://altss.com/profile/forthright-family-wealth-advisory-llc)
- [Fortitude Private Wealth](https://altss.com/profile/fortitude-private-wealth)

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Last updated: 2026-08-11T15:06:49.768Z

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