Fortress Wealth Planning
Fortress Wealth Planning (CRD# 307618) is a financial advisory firm headquartered in Ponte Vedra Beach, FL. They manage $409,769,722 in 537 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management410MILLION
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Total Number of Accounts537ACCOUNTS
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Average Account Value$763,072
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
FL
Joshua Ali (CRD# 6426503) is an Investment Advisor Representative working at Fortress Wealth Planning in Ponte Vedra Beach, FL and has 1 year of experience in the finance industry.
Eileen Ortega (CRD# 2388971) is an Investment Advisor Representative working at Fortress Wealth Planning in Ponte Vedra Beach, FL and has over 6 years of experience in the finance industry.
Jay Rolfe (CRD# 6769861) is an Investment Advisor Representative working at Fortress Wealth Planning in Ponte Vedra Beach, FL and has over 7 years of experience in the finance industry.
Michael Skowfoe (CRD# 3115056) is an Investment Advisor Representative working at Fortress Wealth Planning in Ponte Vedra Beach, FL and has over 24 years of experience in the finance industry.
Jim Williams (CRD# 2269715) is an Investment Advisor Representative working at Fortress Wealth Planning in Ponte Vedra Beach, FL and has over 31 years of experience in the finance industry.
Dalton McIlrath (CRD# 7863773) is an Investment Advisor Representative working at Fortress Wealth Planning in Ponte Vedra Beach, FL and has 1 year of experience in the finance industry.