# Fortress Wealth Planning

> 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.

- CRD: 307618
- Filed as: FORTRESS WEALTH PLANNING
- Legal name: Fortress Wealth Planning, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Jacksonville Beach, FL
- Filing period: October 2026
- Form ADV filing dated: August 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/307618
- AdvisorCensus page: https://advisorcensus.com/firm/fortress-wealth-planning-jacksonville-beach-fl-307618

## Quick answers

**How is Fortress Wealth Planning compensated?**
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).

**How much does Fortress Wealth Planning charge?**
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.

**Where is Fortress Wealth Planning located?**
Fortress Wealth Planning's principal office is in Jacksonville Beach, FL, according to its Form ADV.

**Is Fortress Wealth Planning registered with the SEC or a state?**
Fortress Wealth Planning is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 307618.

**How much does Fortress Wealth Planning manage?**
Fortress Wealth Planning reports $793,885,727 in regulatory assets under management in its Form ADV filing dated August 11, 2026 (99% discretionary).

**How have Fortress Wealth Planning's assets and staff changed since 2021?**
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.

**What types of clients does Fortress Wealth Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (81); high net worth individuals (80).

**Which custodians does Fortress Wealth Planning use?**
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.

**Does Fortress Wealth Planning 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/307618

**Does Fortress Wealth Planning state an account minimum?**
Its Form ADV Part 2A brochure dated March 12, 2026 says: "We do not have a minimum account size requirement."

**What changed in Fortress Wealth Planning's recent Form ADV filings?**
In the September 2026 filing data: Employees performing advisory functions went from 5 to 6.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 12, 2026)

- Account minimum: None

> We do not have a minimum account size requirement.

- Flat fee: $7,500 (Project-Based Financial Planning)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $793,885,727
- Discretionary: $784,413,907
- Non-discretionary: $9,471,820

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 81 | $36,063,025 |
| High net worth individuals | 80 | $757,822,702 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 7 total, 6 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [fortresswealthplanning.com](https://fortresswealthplanning.com)
- [fortresswealthplanning.com/videos](https://fortresswealthplanning.com/videos)
- Facebook @fortresswealthplanning
- LinkedIn @fortress-wealth-planning
- X @fortresswealth1
- YouTube @UCdWS-syUOGdordms0o6_n9w

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $203,737,000 | 5 | June 18, 2021 |
| October 2022 | $284,609,224 | 5 | March 20, 2022 |
| October 2023 | $340,061,720 | 5 | March 31, 2023 |
| October 2024 | $409,769,722 | 7 | March 18, 2024 |
| October 2025 | $615,681,673 | 6 | March 26, 2025 |
| October 2026 | $793,885,727 | 7 | August 11, 2026 |

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.

## Changes in the filing (last 12 months)

### September 2026
- Employees performing advisory functions went from 5 to 6.

### April 2026
- Regulatory assets under management went from $615,681,673 to $793,885,727 (+29%).

### January 2026
- Employees performing advisory functions went from 6 to 5.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fortress Wealth Planning (CRD 307618): Form ADV filing data as of October 2026.