FORTRESS WEALTH PLANNING

814 Highway A1a N, Ste 202
Ponte Vedra Beach, Florida 32082
Tel: 904-301-4545

About FORTRESS WEALTH PLANNING

FORTRESS WEALTH PLANNING, formally registered with the SEC as FORTRESS WEALTH PLANNING. The firm was established in 02/18/2021. They have over 1 offices throughout the country.

FORTRESS WEALTH PLANNING is a Ponte Vedra Beach, Florida based Financial Planning firm with nearly $409,769,722 assets under management, offering retirement planning & investment advisory services to 537 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	307618
SEC#	801-120349
Assets Managed by Firm	$409,769,722
No. of Clients	537
No. of Advisors	7

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	537	$409,769,722
Individuals (other than high net worth individuals)	25	$13,027,665
High net worth individuals	64	$396,742,057

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