Fortress Planning Group

Overview

Fortress Planning Group is an independent, individual-owned registered investment adviser that provides fee-based financial planning and discretionary portfolio management primarily for individuals and families, with some work for small business clients. The firm charges a percentage-of-AUM advisory fee and reports SEC registration in 2023. It does not present itself as a capital allocator, is not a multi-state adviser, and does not identify as an active ESG investor. The advisory mandate centers on comprehensive planning and managed portfolios rather than institutional consulting or pension work. Services listed emphasize financial planning and portfolio management tailored to individual and small-business clients.

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Public Holdings

Investments & Alternatives

Location & Offices