Earl Butcher
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
Richlands, VA 24641
Credentials
Series 66
Industry experience
2 years
Earl Butcher is a financial advisor with Fortress Private Ledger, LLC, holding a Series 66 designation and two years of industry experience. He previously worked at TruPoint Bank for 16 years and has been involved with Hometown Retirement Strategies, LLC since 2022, where he sells fixed life and annuity insurance. Fortress Private Ledger serves individual and institutional clients, providing financial planning, portfolio management, and specialized advisory services including Qualified Opportunity Zone consulting. The firm uses a dynamic investment approach combining trend identification, technical analysis, and complementary strategies across various asset types, supported by a network of advisers and third-party relationships.
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)
101 Suffolk Avenue
Richlands, VA 24641
Virginia
Hometown Retirement Strategies, LLC
2022 - Present (4 years)
TruPoint Bank
2006 - 2022 (16 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Real estate agent
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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.
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