Fortitude Advisory Group L.L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Fortitude Advisory Group L.L.C. provides investment advisory and financial planning services primarily to individuals and their retirement trusts, as well as to pension and profit‑sharing plans, charitable organizations and some businesses. Like many team firms, it offers portfolio management and financial planning and generally charges asset‑based (percentage‑of‑AUM) fees.
Services are delivered through a network of Financial Advisors who manage accounts on a discretionary or non‑discretionary basis, recommend or select third‑party money managers (including portfolio strategists and portfolio managers), and can provide overlay services. The firm also supports held‑away account reporting through Pontera and, under its DBA Aperture Advisors, has negotiated performance‑based fee arrangements for a limited number of qualified clients subject to high‑water marks.
Fortitude’s organizational structure includes multiple DBAs and affiliated entities (including a related adviser, P3 Asset Management, and ownership by Sound Wealth Partners), and it operates from more than five offices—features that are less common among similarly sized team firms. The brochure also discloses that some Financial Advisors maintain broker‑dealer or insurance roles, that advised‑mutual‑fund relationships and endorsers are part of its referral model, and that it does not generally focus on high‑net‑worth clients while a small subset of accounts are subject to performance‑based compensation.
Client services
Expertise
Occupation focus
Fee options
Financial planning fees may be charged as flat fees; amounts not specified
$0 - N/A: up to 2.2% per year maximum total portfolio management fee +:
Certain Financial Advisors may receive commissions for insurance sales and securities transactions separately from advisory fees
Hourly financial planning fees charged; specific rates not stated
Performance-based fees offered only to certain qualified clients under Aperture Advisors DBA; negotiable percentages
Account minimum: $25,000 Fee-only: Financial planning fees either flat amount, percentage of assets under advisement, or hourly fee; variable and negotiated per client
Main office
See office7195 Wagner Way, Suite 104
Gig Harbor WA 98335
Advisors at this office
5
Offices (8)
Gig Harbor, WA Wagner Way
7195 Wagner Way Suite 104, Gig Harbor, WA 98335
5 advisors
New York, NY
420 Lexington Ave, Suite 1402, New York, NY 10170
3 advisors
Toms River, NJ
81 East Water Street Suite 1 B, Toms River, NJ 08753
2 advisors
Kentfield, CA
Kentfield, CA
1 advisor
Lakewood, WA
5920 100th St. SW Building #7, Lakewood, WA 98499
1 advisor
Laramie, WY
Laramie, WY
1 advisor
Plantation, FL
8201 Peters Road Suite 1000, Plantation, FL 33324
1 advisor
Warrensburg, MO
Warrensburg, MO
1 advisor
Most active in
Arizona · California · Florida · Georgia · Massachusetts · Missouri · New Jersey · New York · North Carolina · Oregon · Texas · Vermont · Washington
Also doing business as
Afm Investments · Aperture Advisors · Argentus · Argentus Advisors, LLC · Argentus Advisors, LLC (Dba: Sound Wealth Partners) · Argentus Partners, LLC · Ck Financial Services · Concentio Capital · Farr Financial · Fortitude Advisory Group L.L.C. · Jl Advisory Services · Jordan A. Linn Advisory Services · One Wealth Management · Proactive Planning Partners (P3) · Riddick & Company Entrepreneurial Finance · Sig Advisors, L.L.C. · Sig Fiduciary Management · Sound Wealth Partners · Summitalliance Advisors, L.L.C. · Sumner Weitz Private Client Group · Valda Partners · Wealth Innovations · Weitz Financial
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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Advisors at this firm
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