Fortified Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Fortified Wealth is an independent, state‑registered investment adviser that provides discretionary wealth management, investment management, and financial planning to individuals, high‑net‑worth individuals, trusts and estates. The firm manages client portfolios (approximately $16.6 million in AUM across 59 clients) and may hire Sub‑Advisors or act as co‑advisor on model portfolios.
The firm’s investment process relies on fundamental analysis and is generally long‑term focused, with portfolios constructed primarily using ETFs while also permitting individual equities, bonds, mutual funds, interval funds and other alternative or structured investments when appropriate; trading can occur for rebalancing, tax‑related reasons or to meet client liquidity needs. Accounts are monitored on a continuous basis with formal reviews at least annually, and the firm implements third‑party models and sub‑advisor strategies as part of its service offering.
Distinctive for a small independent firm, Fortified Wealth has affiliated businesses that provide insurance (Fortified Risk Solutions, Inc.) and tax services (Structural Tax Lab, LLC), and it discloses that the firm’s representatives may receive commission‑based compensation or separate fees from those affiliated services. The firm also shares management fees and participates in an incentive arrangement with Gradient Investments, LLC when using their co‑advisor model portfolios, and it maintains institutional relationships with custodians that supply technology and operational support.
Client services
Expertise
Fee options
Financial planning fixed fees ranging from $1,500 to $15,000.
$0 - $200,000: 1.50% $200,001 - $500,000: 1.30% $500,001 - $1,000,000: 1.20% $1,000,001 - $1,500,000: 1.00% $1,500,001+: $15,000 + 0.30% on any amount over $2,000,000
Insurance product commissions earned by affiliated insurance professional, separate from advisory fees.
Financial planning hourly rate of $300 per hour.
Fee-only: Financial planning services charged hourly at $300 per hour or fixed fees ranging from $1,500 to $15,000, negotiable based on complexity.
Main office
3110 Windsor Court, Suite B
Elkhart IN 46514
Advisors at this office
1
Most active in
Indiana · Michigan · Texas
Also doing business as
Fortified Wealth · Fortified Wealth Advisors · Fortified Wealth Advisors. LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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