# Fortress Planning Group

> Fortress Planning Group is an SEC-registered investment advisory firm in Pewaukee, WI, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 26, 2026.

- CRD: 157900
- Filed as: FORTRESS PLANNING GROUP
- Legal name: Fortress Planning Group, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Pewaukee, WI
- Filing period: October 2026
- Form ADV filing dated: August 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/157900
- AdvisorCensus page: https://advisorcensus.com/firm/fortress-planning-group-pewaukee-wi-157900

## Quick answers

**How is Fortress Planning Group compensated?**
On its Form ADV (Item 5.E, October 2026), Fortress Planning Group reports these compensation arrangements: a percentage of assets under its management.

**Where is Fortress Planning Group located?**
Fortress Planning Group's principal office is in Pewaukee, WI, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Fortress Planning Group registered with the SEC or a state?**
Fortress Planning Group is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 157900.

**How much does Fortress Planning Group manage?**
Fortress Planning Group reports $345,296,879 in regulatory assets under management in its Form ADV filing dated August 26, 2026 (100% discretionary).

**How have Fortress Planning Group's assets and staff changed since 2023?**
In the Form ADV data for Fortress Planning Group: Regulatory assets under management: $184,097,951 in the October 2023 data and $345,296,879 in the October 2026 data, up 88%. Total employees: 4 in October 2023 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Fortress Planning Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (215); high net worth individuals (68).

**Does Fortress Planning Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/157900

**What changed in Fortress Planning Group's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 3 to 5. Regulatory assets under management went from $279,072,572 to $345,296,879 (+24%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $345,296,879
- Discretionary: $345,296,879
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 215 | $73,607,053 |
| High net worth individuals | 68 | $271,689,826 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KY, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Madison, WI

### Websites listed on Form ADV (Item 1.I)
- bestinwealth.com
- fortressplanninggroup.com
- Facebook @FortressPlanning
- LinkedIn @9310803

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $184,097,951 | 4 | August 2, 2023 |
| October 2024 | $226,305,572 | 4 | March 26, 2024 |
| October 2025 | $279,072,572 | 4 | February 5, 2025 |
| October 2026 | $345,296,879 | 6 | August 26, 2026 |

Regulatory assets under management: $184,097,951 in the October 2023 data and $345,296,879 in the October 2026 data, up 88%.
Total employees: 4 in October 2023 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 3 to 5.
- Regulatory assets under management went from $279,072,572 to $345,296,879 (+24%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fortress Planning Group (CRD 157900): Form ADV filing data as of October 2026.