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Thirteen Twenty-Two Advisors

Updated today

Client AUM

$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

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Annuities

Occupation focus

Founder/Business Owner Executive

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Fee options

Fixed

Financial planning fees between $500 and $50,000; Pension consulting plans between $5,000 and $100,000

Percentage

$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%

Commissions

Supervised persons may accept commissions from sales of investment products but commissions are not the firm's primary compensation

Project-based

$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

Advisors at this firm

user avatar

Daniel W

Series 66

Fort Worth, TX

Thirteen Twenty-Two Advisors

Daniel Watkins is a financial advisor at Thirteen Twenty-Two Advisors in Fort Worth, TX, holding a Series 66 designation with six years of industry experience. His career includes roles at LPL Financial, Edward Jones, and other firms. He is also involved with Bridge & Brownback Tax dba Thirteen Twenty-Two Tax Consultants, a tax preparation and bookkeeping services firm. Thirteen Twenty-Two Advisors provides portfolio management, financial planning, and pension consulting to individuals, charitable organizations, and businesses. The firm employs a variety of investment strategies and typically manages client accounts on a discretionary basis.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Annuities Founder/Business Owner Executive
user avatar

John M

Series 65

Fort Worth, TX

Thirteen Twenty-Two Advisors

John Morrison is a financial advisor with Thirteen Twenty-Two Advisors in Fort Worth, TX, holding a Series 65 designation and three years of industry experience. He previously worked at LPL Financial and Trust Land Office and is the owner of The Morrison Firm, a real estate brokerage. He also has ownership interests in several entities including J2 Asset Management and Confluence Exchange LLC and serves as a trustee of a family trust. Thirteen Twenty-Two Advisors offers portfolio management, financial planning, and pension consulting to individuals, charitable organizations, and businesses. The firm uses a variety of investment strategies, including fundamental and technical analysis and modern portfolio theory, and provides access to LPL Financial–sponsored advisory programs and third-party managers when appropriate.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Annuities Founder/Business Owner Executive
user avatar

Joseph B

CFP®, CFA®, Series 63, Series 66

Fort Worth, TX

Thirteen Twenty-Two Advisors

Joseph Brownback is a financial advisor at Thirteen Twenty-Two Advisors in Fort Worth, TX, holding CFP® and CFA® designations with 13 years of industry experience. He has worked at Fidelity Investments and LPL Financial and is a partner at Bridge & Brownback Tax, a tax preparation and bookkeeping firm. He also serves as a board member for Brownback Ministries, a nonprofit organization. Thirteen Twenty-Two Advisors is a registered investment adviser providing portfolio management, financial planning, and pension consulting to individuals, charitable organizations, and business entities. The firm manages accounts typically on a discretionary basis, using a range of investment strategies and offers access to LPL Financial–sponsored advisory programs and third-party managers when appropriate.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Annuities Founder/Business Owner Executive
user avatar

Kelly F

ChFC®, Series 63, Series 65

Fort Worth, TX

Thirteen Twenty-Two Advisors

Kelly Francis is a financial advisor at Thirteen Twenty-Two Advisors with 20 years of industry experience. She holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Thirteen Twenty-Two Advisors, she worked at LPL Financial for over a decade. Thirteen Twenty-Two Advisors provides portfolio management, financial planning, and pension consulting services to individuals, charitable organizations, and business entities. The firm uses a variety of investment methods, including fundamental and technical analysis and modern portfolio theory, and may utilize active strategies such as options and margin trading.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Annuities Founder/Business Owner Executive
user avatar

Heather B

Series 66

Fort Worth, TX

Thirteen Twenty-Two Advisors

Heather Bridges is a financial advisor at Thirteen Twenty-Two Advisors with nine years of industry experience. She holds a Series 66 designation and has been associated with Thirteen Twenty-Two Advisors in various capacities since 2012. In addition to her advisory role, she operates the H.R. Bridges Agency, an insurance agency. Thirteen Twenty-Two Advisors provides portfolio management, financial planning, and pension consulting services to individuals, charitable organizations, and business entities. The firm uses fundamental and technical analysis along with modern portfolio theory to manage accounts, and offers access to multiple advisory programs through LPL Financial.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Annuities Founder/Business Owner Executive
user avatar

Jonathan B

CFP®, Series 63, Series 66

Fort Worth, TX

Thirteen Twenty-Two Advisors

Jonathan Bridges is a CFP®-designated financial advisor with 20 years of industry experience. He is currently with Thirteen Twenty-Two Advisors and has held roles at the firm since 2012. Bridges is co-owner of an insurance agency and managing member of a tax preparation and accounting firm. He also engages in public speaking on non-investment topics. Thirteen Twenty-Two Advisors provides portfolio management, financial planning, and pension consulting services to individuals, charitable organizations, and businesses. The firm employs a range of investment strategies and offers access to LPL Financial–sponsored advisory programs and third-party managers.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Annuities Founder/Business Owner Executive
user avatar

Landon F

Series 63, Series 66

Fort Worth, TX

Thirteen Twenty-Two Advisors

Landon Freeman is a financial advisor with Thirteen Twenty-Two Advisors, holding Series 63 and Series 66 designations and 18 years of industry experience. His prior roles include positions at Ameriprise Financial Services and AIG. Thirteen Twenty-Two Advisors provides portfolio management, financial planning, and pension consulting services to individuals, charitable organizations, and business entities. The firm employs both fundamental and technical analysis alongside modern portfolio theory and offers access to multiple LPL Financial–sponsored advisory programs and third-party investment managers.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Annuities Founder/Business Owner Executive
View complete list of advisors at this firm
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