Fortress Estate Solutions, Pllc

Fortress Estate Solutions, Pllc (CRD# 142809) is a financial advisory firm headquartered in Frisco, TX. They manage $16,879,161 in 104 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    104
    ACCOUNTS
  • Average Account Value
    $162,300
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Fortress Estate Solutions, Pllc
Showing 1 - 2 of 2 top financial advisors.
1
Richard Jordan
CRD#: 5273476
2591 N Dallas Parkway, Suite 300, Frisco, TX 75034
93
Wealthminder
score

Richard Jordan (CRD# 5273476) is an Investment Advisor Representative working at Fortress Estate Solutions, Pllc in Frisco, TX and has over 9 years of experience in the finance industry.

2
Kirk J. Otis
CRD#: 6158904
2591 N Dallas Parkway, Suite 300, Frisco, TX 75034
90
Wealthminder
score

Kirk Otis (CRD# 6158904) is an Investment Advisor Representative working at Fortress Estate Solutions, Pllc in Frisco, TX and has over 4 years of experience in the finance industry.

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