FORTRESS PLANNING GROUP

Overview

Fortress Planning Group is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm runs a fee model based on a percentage of assets under management and concentrates its client work on high-net-worth households — the average client relationship is roughly $1.22M. The adviser emphasizes equity-driven portfolios, using exchange-traded instruments as the primary building blocks while supplementing equity exposure with traditional mutual funds and fixed-income corporate debt where appropriate. Fortress Planning Group is not positioned as a capital allocator or pension consultant; its activity centers on bespoke planning and discretionary portfolio implementation for private clients. The firm is SEC-registered (2023) and organized as a limited liability company with individual ownership. It does not position itself as an active ESG investor and is not identified as a multi-state adviser in its filing.

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Location & Offices