# Fortress Estate Solutions, PLLC

> Fortress Estate Solutions, PLLC is a state-registered investment advisory firm in Frisco, TX, registered since 2007, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 3, 2023.

- CRD: 142809
- Filed as: FORTRESS ESTATE SOLUTIONS, PLLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Frisco, TX
- Filing period: October 2026
- Form ADV filing dated: January 3, 2023
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/142809
- AdvisorCensus page: https://advisorcensus.com/firm/fortress-estate-solutions-pllc-frisco-tx-142809

## Quick answers

**How is Fortress Estate Solutions, PLLC compensated?**
On its Form ADV (Item 5.E, October 2026), Fortress Estate Solutions, PLLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Fortress Estate Solutions, PLLC located?**
Fortress Estate Solutions, PLLC's principal office is in Frisco, TX, according to its Form ADV.

**Is Fortress Estate Solutions, PLLC registered with the SEC or a state?**
Fortress Estate Solutions, PLLC is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 142809.

**How much does Fortress Estate Solutions, PLLC manage?**
Fortress Estate Solutions, PLLC reports $50,500,000 in regulatory assets under management in its Form ADV filing dated January 3, 2023 (100% discretionary).

**What types of clients does Fortress Estate Solutions, PLLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (121); high net worth individuals (14).

**Does Fortress Estate Solutions, PLLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/142809

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $50,500,000
- Discretionary: $50,500,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 121 | $34,100,000 |
| High net worth individuals | 14 | $16,400,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2007 (19 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fortressestatesolutions.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fortress Estate Solutions, PLLC (CRD 142809): Form ADV filing data as of October 2026.