FORTRESS WEALTH PLANNING

RIASEC RegisteredEst. 2021

Total AUM

$794M

Discretionary

$784M

99% of AUM

Avg account

$1.1M

Accounts

713

Employees

Advisory reps

Firm details

Headquarters: PONTE VEDRA, Florida
CRD number: 307618
Registered since: February 18, 2021
Website: fortresswealthplanning.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI95.46%
Individuals4.54%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Fortress Wealth Planning is an independent registered investment adviser established in 2021 and owned by an individual principal. The firm focuses on serving individuals and families, delivering financial planning and portfolio management across a range of client types that includes small businesses and institutional accounts. Their advisory services explicitly include pension consulting and the selection of other advisers, which positions the firm as a capital allocator that can build multi-manager solutions for clients. Investment activity is weighted toward public funds and mutual funds, but the firm also allocates to third‑party alternative managers — primarily real estate strategies — and uses annuity products when appropriate. Compensation is through a mix of percentage‑of‑AUM and fixed fees. Fortress Wealth Planning is not characterized as an active ESG investor.