Overview
Assets Under Management: $279 million
Headquarters: PEWAUKEE, WI
High-Net-Worth Clients: 49
Average Client Assets: $4 million
Frequently Asked Questions
FORTRESS PLANNING GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #157900), FORTRESS PLANNING GROUP, LLC is subject to fiduciary duty under federal law.
FORTRESS PLANNING GROUP, LLC is headquartered in PEWAUKEE, WI.
FORTRESS PLANNING GROUP, LLC serves 49 high-net-worth clients according to their SEC filing dated February 05, 2025. View client details ↓
According to their SEC Form ADV, FORTRESS PLANNING GROUP, LLC offers financial planning and portfolio management for individuals. View all service details ↓
FORTRESS PLANNING GROUP, LLC manages $279 million in client assets according to their SEC filing dated February 05, 2025.
According to their SEC Form ADV, FORTRESS PLANNING GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.13
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 792
Discretionary Accounts: 792
Regulatory Filings
CRD Number: 157900
Last Filing Date: 2025-02-05 00:00:00
Website: https://fortressplanninggroup.com