Thirteen Twenty-Two Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$141,737,170
Clients
382
Advisors
7
of 7 employees
About
Thirteen Twenty-Two Advisors is a registered investment adviser that provides ongoing portfolio management, financial planning, and pension consulting to individuals, charitable organizations, and business entities. The firm also delivers access to multiple LPL Financial–sponsored advisory programs and may refer clients to third‑party investment managers when appropriate.
TTA documents client objectives in written Investment Policy Statements and typically manages accounts on a discretionary basis, using methods including fundamental and technical analysis and modern portfolio theory. Investments may include mutual funds, ETFs, fixed income, real estate funds and private placements, and the firm discloses it may employ more active strategies such as options, margin and short sales that carry additional risk.
The brochure discloses an uncommon affiliation with a tax and bookkeeping business (Bridge & Brownback Tax dba Thirteen Twenty-Two Tax Consultants), and notes that related tax services may be offered to clients, a relationship the firm says it addresses through disclosure and oversight. The firm also requires use of LPL Financial as custodian, participates broadly in LPL-sponsored programs, and receives product and service support from LPL—arrangements the brochure identifies as potential sources of conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
Financial planning fees between $500 and $50,000; Pension consulting plans between $5,000 and $100,000
$0 - $250,000: 1.50% $250,001 - $500,000: 1.40% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.65% $10,000,001+: 0.55%
Supervised persons may accept commissions from sales of investment products but commissions are not the firm's primary compensation
$225 to $350 per hour
Main office
1200 Summit Ave, Suite 502
Fort Worth TX 76102
Advisors at this office
7
Most active in
Arkansas · Louisiana · Tennessee · Texas
Also doing business as
Thirteen Twenty Two Advisors · Thirteen Twenty Two Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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