Overview
Assets Under Management: $202 million
Headquarters: OVERLAND PARK, KS
High-Net-Worth Clients: 64
Average Client Assets: $3 million
Frequently Asked Questions
FORTUNE FINANCIAL ADVISORS, 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 #145799), FORTUNE FINANCIAL ADVISORS, LLC is subject to fiduciary duty under federal law.
FORTUNE FINANCIAL ADVISORS, LLC is headquartered in OVERLAND PARK, KS.
FORTUNE FINANCIAL ADVISORS, LLC serves 64 high-net-worth clients according to their SEC filing dated December 02, 2025. View client details ↓
According to their SEC Form ADV, FORTUNE FINANCIAL ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
FORTUNE FINANCIAL ADVISORS, LLC manages $202 million in client assets according to their SEC filing dated December 02, 2025.
According to their SEC Form ADV, FORTUNE FINANCIAL ADVISORS, 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: 64
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.28
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 564
Discretionary Accounts: 563
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 145799
Filing ID: 2031382
Last Filing Date: 2025-12-02 12:04:01
Website: 0