FORT ADVISORS INC

7701 San Felipe Blvd.
Suite 100
Austin, Texas 78729
Tel: 512-433-6492

About FORT ADVISORS INC

FORT ADVISORS INC, formally registered with the SEC as FORT ADVISORS INC. The firm was established in 07/13/2023. They have over 6 offices throughout the country.

FORT ADVISORS INC is a Austin, Texas based Financial Planning firm with nearly $111,399,766 assets under management, offering retirement planning & investment advisory services to 600 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	299243
SEC#	801-128317
Assets Managed by Firm	$111,399,766
No. of Clients	600
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (PRIVATE INVESTMENT DUE DILIGENCE)

Firm Client Information

	No. of Clients	AUM
Firm Total	600	$111,399,766
Individuals (other than high net worth individuals)	361	$47,901,900
High net worth individuals	64	$63,497,866

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