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Troy Albert Fore III

Investment Adviser Representative at Aspen Wealth Management, LLC

Fort Worth, TXCRD #6389727Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
10 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Troy Albert Fore is an investment adviser representative with Aspen Wealth Management, LLC in Fort Worth, TX, where they have been registered since 2023. They have worked in the securities industry since 2016 and have been registered with 3 firms, including Visionpoint Advisory Group and Equitable Advisors, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Texas.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 11/10/2014
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 10/14/2014

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Aspen Wealth Management, LLCCurrent
5/24/2023 – Fort Worth, TX
Visionpoint Advisory Group
4/8/2022 – 11/17/2022Dallas, TX
Equitable Advisors, LLC
6/10/2015 – 3/18/2021Austin, TX

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. AXA Advisors, LLC
    Nov 2014 – Mar 2021New York, NY
  2. Unemployed
    Apr 2021 – Mar 2022Austin, TX
  3. Vision Point Advisory Group
    Apr 2022 – Dec 2022Dallas, TX
  4. Unemployed
    Jan 2023 – May 2023Fort Worth, TX
  5. Aspen Wealth Management
    May 2023 – no end date reportedFort Worth, TX

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Aspen Wealth Management, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
Estimated blended rate
0.0125
Firm's annual rate schedule by assets
  • All assets up to $1,000,0001.25%
  • $1,000,001 to $2,000,0001.00%
  • $2,000,001 to $4,000,0000.85%
  • $4,000,001 to $7,000,0000.75%

+2 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension Consulting

Client types the firm serves

IndividualsHigh Net WorthCorporations

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
8
Offices listed on AdvisorFinder:
2
Main office:
Fort Worth, TX
SEC file number:
801-114243

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of April 13, 2026

View full firm profile

Other advisors at Aspen Wealth Management, LLC

7 other advisors in the directory

View Aspen Wealth Management, LLC firm profile

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Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Troy Albert Fore III has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Troy Albert Fore III (Aspen Wealth Management)