Fortress Planning Group

Fortress Planning Group (CRD# 157900) is a financial advisory firm headquartered in Pewaukee, WI. They manage $184,097,951 in 704 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    184
    MILLION
  • Total Number of Accounts
    704
    ACCOUNTS
  • Average Account Value
    $261,503
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KY

Financial Advisors at Fortress Planning Group
Showing 1 - 2 of 2 top financial advisors.
1
Kevin R. Sandieson
CRD#: 7059408
N27w23953 Paul Rd, Suite 103, Pewaukee, WI 53072

Kevin Sandieson (CRD# 7059408) is an Investment Advisor Representative working at Fortress Planning Group in Pewaukee, WI and has over 5 years of experience in the finance industry.

2
Scott W. Wellens
CRD#: 5923727
N27w23953 Paul Rd, Suite 103, Pewaukee, WI 53072

Scott Wellens (CRD# 5923727) is an Investment Advisor Representative working at Fortress Planning Group in Pewaukee, WI and has over 5 years of experience in the finance industry.  Scott is also the host of "best in Wealth" - a weekly podcast covering financial planning and retirement topics.  Find the podcast at www.bestinwealth.com

 

Fortress Planning Group helps successful individuals and families design and implement comprehensive wealth plans, from basic investment advising to legacy planning. As an independent, fee-only, registered investment advisor, Fortress Planning Group principal Scott Wellens, CFP® coaches clients toward a holistic view of wealth and family stewardship—beyond simple dollars and numbers… to the bigger picture of what’s possible.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.