Fortify Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Fortify Financial LLC is a newly formed registered investment adviser (registered in 2026) that provides integrated portfolio management and financial planning services. Portfolio management is offered on a discretionary basis while financial planning is delivered on a non-discretionary basis, and the firm serves individuals, high‑net‑worth clients, charitable organizations, endowments, and businesses.
The firm emphasizes long‑only portfolio construction that primarily uses exchange‑traded funds across equity, fixed income, commodities, and relatively liquid alternative exposures, and will manage individual securities when warranted. Fortify applies modern portfolio theory as well as fundamental and cyclical analysis, documents client risk tolerances, and provides ongoing monitoring, rebalancing, and reporting under a written investment management agreement.
Distinctive features include an explicit specialization in special needs planning alongside business exit and retirement planning, and the use of both asset‑based and negotiable fixed‑fee arrangements with certain planning services negotiated case‑by‑case. Fortify is a single‑advisor start‑up that currently reports no regulatory assets under management, maintains a custodial relationship with a major broker‑dealer, and states that it will not vote proxies for securities held in client accounts.
Client services
Expertise
Fee options
Fixed fees for special needs planning and business exit planning negotiated case-by-case, up to $25,000 per year maximum
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.85% annually $3,000,001 - $6,000,000: 0.75% annually Over $6,000,000+: Negotiable
Account minimum: $500,000 minimum (waivable at Fortify's discretion)
Main office
Allen TX
Advisors at this office
1
Most active in
Louisiana · Texas
Also doing business as
Fortify Financial · Fortify Financial 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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
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