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Home > Retirement Planners > florida > ponte vedra beach > FORTRESS WEALTH PLANNING
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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