Thirteen Twenty-Two Advisors logo

Thirteen Twenty-Two Advisors

Updated today

Client assets under management

$0

Clients

0

Advisors

7

of 7 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

0

Very Low

Average account size

About

Thirteen Twenty-Two Advisors provides portfolio management, pension consulting, and financial planning, and it participates in multiple LPL Financial–sponsored advisory programs. The firm also advises retirement plans and may refer clients to third‑party money managers for portions of client portfolios.

The firm documents investment policy statements for clients, typically seeks discretionary trading authority, and employs a range of analytical approaches (charting, cyclical, fundamental, technical and modern portfolio theory) across strategies that can include long‑ and short‑term trading, options, margin and short sales. It conducts due diligence when selecting other advisers and uses model-portfolio and separately managed account platforms offered through LPL to implement or allocate to outside strategies.

TTA is under common ownership with a tax preparation/accounting business and its supervised persons may be licensed insurance agents who can offer commissionable insurance products, an affiliation profile that is uncommon among peers and that the firm discloses as a potential conflict. The firm also provides pension consulting, accepts both fixed and hourly planning engagements and discloses that it currently reports no assets under management or client accounts despite having multiple advisory personnel.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Options & derivatives strategies Active portfolio management Private / alternative investments

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Fee options

Fixed

Fixed fees for financial planning ($500 to $50,000) and pension consulting ($5,000 to $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 sale of securities and insurance products; commissions are not primary compensation for advisory services.

Project-based

Hourly financial planning fees between $225 and $350 per hour.

Other

Account minimum: No account minimum for Thirteen Twenty-Two Advisors services; however, LPL Advisory Programs have minimums ranging from $1,000 to $25,000 as specified per program. Fee-only: Financial planning fixed fees range from $500 to $50,000; hourly fees from $225 to $350; pension consulting fixed fees range from $5,000 to $100,000.

Main office location

Thirteen Twenty-Two Advisors

1200 Summit Ave, Suite 502

Fort Worth TX 76102, United States

Number of offices

3

Most active in

Arkansas · Louisiana · Tennessee · Texas

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 prior roles include positions at LPL Financial, Edward Jones, and Caribe Producers. He is also involved in a tax preparation and bookkeeping business affiliated with his firm. Thirteen Twenty-Two Advisors provides portfolio management, pension consulting, and financial planning services, participating in various LPL Financial–sponsored advisory programs. The firm employs multiple analytical approaches and utilizes model portfolios and separately managed accounts, serving clients with discretionary trading authority and retirement plan advisory needs.

Options & derivatives strategies Active portfolio management Private / alternative investments
user avatar

John M

Series 65

Fort Worth, TX

Thirteen Twenty-Two Advisors

John Morrison is a financial advisor at Thirteen Twenty-Two Advisors with three years of industry experience. He holds a Series 65 designation and has worked at LPL Financial and Trust Land Office. Outside of advising, he owns The Morrison Firm, a real estate brokerage, and holds ownership interests in multiple business entities, including J2 Asset Management and Confluence Exchange LLC. Thirteen Twenty-Two Advisors offers portfolio management, pension consulting, and financial planning services, advising retirement plans and utilizing a variety of analytical strategies. The firm employs discretionary trading authority and conducts due diligence on third-party advisers, often implementing strategies through LPL Financial platforms.

Options & derivatives strategies Active portfolio management Private / alternative investments
user avatar

Randall S

Series 63, Series 66

Fort Worth, TX

Thirteen Twenty-Two Advisors

Randall Sloan is a financial advisor at Thirteen Twenty-Two Advisors in Fort Worth, TX, holding Series 63 and Series 66 licenses with three years of industry experience. His prior roles include positions at Merrill, Thrivent Financial, Charles Schwab, and TD Ameritrade. Thirteen Twenty-Two Advisors provides portfolio management, pension consulting, and financial planning services, participating in various LPL Financial–sponsored advisory programs. The firm uses multiple analytical approaches and may refer clients to third-party money managers while documenting investment policy statements and typically seeking discretionary trading authority.

Options & derivatives strategies Active portfolio management Private / alternative investments
user avatar

Joseph B

CFP®, CFA®, Series 63, Series 66

Fort Worth, TX

Thirteen Twenty-Two Advisors

Joseph Brownback is a CFP® and CFA® with 13 years of experience in the financial services industry. He currently serves as an advisor at LPL Financial and is a partner at Thirteen Twenty-Two Tax Consultants, a firm providing tax planning, preparation, and bookkeeping services. Brownback is also a board member of Brownback Ministries, a nonprofit organization based in Fort Worth, TX. LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, retirement plans, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a broad platform that integrates advisory and brokerage services.

Options & derivatives strategies Active portfolio management Private / alternative investments
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 19 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Thirteen Twenty-Two Advisors in 2026, she worked at LPL Financial starting in 2015. Thirteen Twenty-Two Advisors offers portfolio management, pension consulting, and financial planning services, serving clients through multiple LPL Financial–sponsored advisory programs. The firm employs various analytical strategies and may refer clients to third-party money managers while documenting investment policies and typically seeking discretionary trading authority.

Options & derivatives strategies Active portfolio management Private / alternative investments
user avatar

Heather B

Series 66

Fort Worth, TX

Thirteen Twenty-Two Advisors

Heather Bridges is a financial advisor with LPL Financial based in Ft. Worth, TX, holding a Series 66 designation and eight years of industry experience. She has been associated with LPL Financial since 2017 and is also involved with Thirteen Twenty-Two Advisors and H.R. Bridges Agency, LLC, an insurance agency she operates. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a broad range of delivery options supported by an in-house Research team, combining large-scale advisory operations with insurance and annuity product sales through affiliated agencies.

Options & derivatives strategies Active portfolio management Private / alternative investments
user avatar

Jonathan B

CFP®, Series 63, Series 66

Fort Worth, TX

Thirteen Twenty-Two Advisors

Jonathan Bridges is a CFP® with 20 years of industry experience, currently serving at Thirteen Twenty-Two Advisors. He has been with the firm since 2012 and is also involved in tax preparation and insurance through Bridges & Brownback and H.R. Bridges Agency, respectively. In addition to his financial roles, he engages in public speaking activities. Thirteen Twenty-Two Advisors offers portfolio management, pension consulting, and financial planning services, utilizing a variety of analytical approaches and advisory programs through LPL Financial. The firm works with retirement plans, employs discretionary trading strategies, and may refer clients to third-party money managers.

Options & derivatives strategies Active portfolio management Private / alternative investments
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