Fortress Wealth Planning
Firm details
- Headquarters
- Jacksonville Beach, Florida
- CRD number
- 307618
- Registered since
- February 18, 2021
- Website
- fortresswealthplanning.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI95.46%
- Individuals4.54%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Fortress Wealth Planning is an independent registered investment adviser organized as an LLC and first registered with the SEC in 2021. The firm positions itself as a capital allocator for individual and family clients, charging a mix of percentage-of-AUM and fixed fees. Its advisory scope includes comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and selection of other advisers. FINTRX flags the firm as not operating as an active ESG investor and not as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds74%
- Exchange Traded Equities11%
- Cash & Cash Equivalents7%
- State & Local Bonds4%
- Private Funds2%
Contacts
3 of 6
Jay Rolfe
PartnerCRD 6769861
Dalton McIlrath
Financial PlannerCRD 7863773
Oisin Thompson
Investment AssociateCRD 7066202
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Jacksonville Beach, FL
Duval
Location
Jacksonville Beach, FL
Headquartered in Jacksonville Beach, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.
- Metro area
- Jacksonville-St. Marys-Palatka, FL-GA
- Region
- South
- County
- Duval
- Address
- 1400 Marsh Landing Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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