Brandon Walls
Advisor at Fortress Private Ledger, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Fortress Private Ledger, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Clemmons, NC
Credentials
Series 66
Industry experience
10 years
Brandon Walls is a financial advisor at Fortress Private Ledger, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at The Fidelity Bank, LPL Financial, Allegacy Federal Credit Union, and CUSO Financial Services. Fortress Private Ledger serves individual and institutional clients, including high-net-worth individuals and employer-sponsored retirement plans, offering financial planning, portfolio management, retirement plan consulting, and Qualified Opportunity Zone advisory services. The firm’s investment approach combines trend identification and technical analysis with fundamental strategies, employing a mix of ETFs, individual securities, and mutual funds, and delivers services through a network of advisers using both discretionary and non-discretionary models.
Based on Fortress Private Ledger, LLC
Based on Fortress Private Ledger, LLC
Financial planning flat fee ranges from $600 to $350,000; QOZ Services initial flat fee negotiated per client
Up to $600 per hour for financial planning; client-agreed hourly rate for consulting services
Up to 20% of profits exceeding benchmark (e.g., S&P 500) for qualifying clients with assets over $1 million or net worth over $2.1 million
Account minimum: $100,000 for Portfolio Management Services; $1,000,000 for Retirement Plan Consulting (minimums may be waived)
Clemmons, NC
North Carolina
Fortress Private Ledger, LLC
2026 - Present (1 year)
The Fidelity Bank
2021 - 2026 (5 years)
LPL Financial, llc
2021 - 2026 (5 years)
Allegacy Federal Credit Union
2016 - 2021 (5 years)
CUSO Financial Services, LP
2015 - 2021 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")