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

More Retirement Planning firms in Pewaukee, Wisconsin:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Pewaukee, Wisconsin

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.