Fortino Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Fortino Wealth Management provides discretionary and non-discretionary portfolio management, non-management investment advice, and project-oriented financial planning to individuals, families, and businesses. The firm indicates it serves individual clients who are not limited to high-net-worth households and does not require a specific account minimum, though it may decline engagements for various reasons.
Its investment approach references modern portfolio theory and seeks to reduce risk through global diversification, primarily using mutual funds and exchange-traded funds alongside fundamental security analysis and market trend and economic cycle considerations. FWM implements recommendations, provides ongoing monitoring and reporting, and accepts either discretionary authority or non-discretionary engagements based on client preference.
The firm is affiliated with an accounting practice owned by the firm’s principal and the principal also holds a capital markets role at a growth equity firm, relationships the brochure discloses as available but not required to clients. Distinctive among peers, FWM offers project-based financial planning billed at fixed fees in addition to asset-based advisory services, provides portfolio management to individual clients, and does not act as a private fund adviser.
Client services
Expertise
Fee options
Fixed fees quoted in advance based on complexity; up to $2,500 for individuals, up to $10,000 for businesses
$0 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.80% $2,000,000 - $5,000,000: 0.60% $5,000,000 - $10,000,000: 0.40% $10,000,000+: 0.25%
Main office
9311 W 113th Street
Overland Park KS 66210
Advisors at this office
1
Most active in
Kansas
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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