{
  "crd_number": 307618,
  "slug": "fortress-wealth-planning-jacksonville-beach-fl-307618",
  "primary_business_name": "FORTRESS WEALTH PLANNING",
  "legal_name": "FORTRESS WEALTH PLANNING, LLC",
  "dbas": [],
  "city": "Jacksonville Beach",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "27260",
  "metro": {
    "cbsa_code": "27260",
    "common_name": "Jacksonville",
    "msa_name": "Jacksonville, FL",
    "path": "/advisors/fl/jacksonville"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-02-18",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-08-11",
  "carried_forward": false,
  "raum_total": 793885727.0,
  "raum_discretionary": 784413907.0,
  "raum_non_discretionary": 9471820.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 7,
  "advisory_employees": 6,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 36063025.0,
      "count": 81
    },
    "high_net_worth_individuals": {
      "raum": 757822702.0,
      "count": 80
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL"
  ],
  "websites": [
    "https://facebook.com/fortresswealthplanning",
    "https://fortresswealthplanning.com",
    "https://fortresswealthplanning.com/videos",
    "https://linkedin.com/company/fortress-wealth-planning",
    "https://twitter.com/fortresswealth1",
    "https://youtube.com/channel/UCdWS-syUOGdordms0o6_n9w"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/307618",
  "city_as_filed": "JACKSONVILLE BEACH",
  "url": "https://advisorcensus.com/firm/fortress-wealth-planning-jacksonville-beach-fl-307618",
  "display_name": "Fortress Wealth Planning",
  "summary": "Fortress Wealth Planning is an SEC-registered investment advisory firm in Jacksonville Beach, FL, registered since 2021, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated August 11, 2026.",
  "citation": "AdvisorCensus. Fortress Wealth Planning (CRD 307618): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "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",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Fortress Wealth Planning compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Fortress Wealth Planning reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Fortress Wealth Planning charge?",
      "a": "Its Form ADV Part 2A brochure dated March 12, 2026 states: Flat fee: $7,500 (Project-Based Financial Planning). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Fortress Wealth Planning located?",
      "a": "Fortress Wealth Planning's principal office is in Jacksonville Beach, FL, according to its Form ADV."
    },
    {
      "q": "Is Fortress Wealth Planning registered with the SEC or a state?",
      "a": "Fortress Wealth Planning is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 307618."
    },
    {
      "q": "How much does Fortress Wealth Planning manage?",
      "a": "Fortress Wealth Planning reports $793,885,727 in regulatory assets under management in its Form ADV filing dated August 11, 2026 (99% discretionary)."
    },
    {
      "q": "How have Fortress Wealth Planning's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Fortress Wealth Planning: Regulatory assets under management: $203,737,000 in the October 2021 data and $793,885,727 in the October 2026 data, up 290%. Total employees: 5 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Fortress Wealth Planning serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (81); high net worth individuals (80)."
    },
    {
      "q": "Which custodians does Fortress Wealth Planning use?",
      "a": "Fortress Wealth Planning's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Fortress Wealth Planning report any disciplinary disclosures?",
      "a": "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/307618"
    },
    {
      "q": "Does Fortress Wealth Planning state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 12, 2026 says: \"We do not have a minimum account size requirement.\""
    },
    {
      "q": "What changed in Fortress Wealth Planning's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Employees performing advisory functions went from 5 to 6."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 203737000.0,
      "total_employees": 5,
      "filing_date": "2021-06-18"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 284609224.0,
      "total_employees": 5,
      "filing_date": "2022-03-20"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 340061720.0,
      "total_employees": 5,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 409769722.0,
      "total_employees": 7,
      "filing_date": "2024-03-18"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 615681673.0,
      "total_employees": 6,
      "filing_date": "2025-03-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 793885727.0,
      "total_employees": 7,
      "filing_date": "2026-08-11"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Employees performing advisory functions went from 5 to 6."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $615,681,673 to $793,885,727 (+29%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Employees performing advisory functions went from 6 to 5."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 12, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $7,500 (Project-Based Financial Planning)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "We do not have a minimum account size requirement."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $7,500 (Project-Based Financial Planning)"
        ],
        "quotes": [
          "If we do not manage any assets, our fees for Ongoing Financial Planning consists of a fixed flat fee beginning at a minimum of $7,500."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": 7500.0,
          "min": null,
          "max": null,
          "period": "one_time",
          "service": "Project-Based Financial Planning"
        }
      ]
    },
    "quotes": [
      "We do not have a minimum account size requirement.",
      "If we do not manage any assets, our fees for Ongoing Financial Planning consists of a fixed flat fee beginning at a minimum of $7,500."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/fortress-wealth-planning-jacksonville-beach-fl-307618.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 81,
      "fewer_than_5": false,
      "raum": 36063025.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 80,
      "fewer_than_5": false,
      "raum": 757822702.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/307618",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}