Fortress Planning Group

Fortress Planning Group (CRD# 157900) is a financial advisory firm headquartered in , . They manage $4,000,000 in 34 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    34
    ACCOUNTS
  • Average Account Value
    $117,647
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

KY, WI

Financial Advisors at Fortress Planning Group
Showing 1 - 1 of 1 top financial advisors.
1
Scott W. Wellens
CRD#: 5923727
153 Park Avenue, Suite 102, Pewaukee, WI 53072
103
Wealthminder
score

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.

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