Troy Fore is a CFP-designated registered investment advisor at Aspen Wealth Management, LLC, based in Fort Worth, TX, with 9 years of industry experience. Troy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 353 clients with $660M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $7.0M | 0.75% |
| $7.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
4200 S. Hulen St., Suite 422, Fort Worth, TX, 76109
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Troy has been an insurance agent since 2014, selling life, health, and fixed annuities, dedicating a few hours per week to this activity. Since 2023, Troy is also a volunteer board member for the Coastal Conservation Association, spending minimal time on this role.
Employment History
Current Registrations
Aspen Wealth Management, LLC
Previous Registrations
Visionpoint Advisory Group
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations1 state
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