Fortress Planning Group's Form ADV discloses 0.95% on the first $1 million, 0.75% on the next $1 million, 0.50% on the next $5 million, and 0.25% on assets above $7 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #157900), Fortress Planning Group is subject to fiduciary duty under federal law.
Fortress Planning Group is headquartered in PEWAUKEE, WI.
Fortress Planning Group serves 68 high-net-worth clients according to their SEC filing dated August 26, 2026. View client details ↓
According to their SEC Form ADV, Fortress Planning Group offers financial planning and portfolio management for individuals. View all service details ↓
Fortress Planning Group manages $345 million in client assets according to their SEC filing dated August 26, 2026.
According to their SEC Form ADV, Fortress Planning Group serves high-net-worth individuals. View client details ↓