FORTRESS PLANNING GROUP

N17w24222 Riverwood Dr.
Suite 145
Pewaukee, Wisconsin 53188
Tel: 262-264-5838

About FORTRESS PLANNING GROUP

FORTRESS PLANNING GROUP, formally registered with the SEC as FORTRESS PLANNING GROUP. The firm was established in 05/19/2023. They have over 2 offices throughout the country.

FORTRESS PLANNING GROUP is a Pewaukee, Wisconsin based Financial Planning firm with nearly $279,072,572 assets under management, offering retirement planning & investment advisory services to 792 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	157900
SEC#	801-127572
Assets Managed by Firm	$279,072,572
No. of Clients	792
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	792	$279,072,572
Individuals (other than high net worth individuals)	212	$72,191,439
High net worth individuals	49	$206,881,133

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