Gig Harbor, WA Wagner Way logo

Gig Harbor, WA Wagner Way Office

Team
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Fortitude Advisory Group L.L.C. logo

Fortitude Advisory Group L.L.C.

Team

Firm-wide stats for Fortitude Advisory Group L.L.C.

Total advisors

15

Across 8 offices

Clients per advisor

41 Low

Avg AUM per client

$749,884 Low

HNW client ratio

0% Very Low

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.

Based on Fortitude Advisory Group L.L.C.

Expertise

Retirement plans for business owners (SEP, solo 401k)

Based on Fortitude Advisory Group L.L.C.

Occupation focus

Retired Founder/Business Owner

Based on Fortitude Advisory Group L.L.C.

Location

7195 Wagner Way, Suite 104

Gig Harbor WA 98335

Advisors at this office

5

Advisors at this office

user avatar

Stacy S

Series 65

Gig Harbor, WA

Fortitude Advisory Group L.L.C.

Stacy Shields is a Series 65 licensed financial advisor with seven years of industry experience. She is currently with Fortitude Advisory Group L.L.C. and has prior experience at Dynamic Wealth Advisors, SJ Wealth Management LLC, and TRUEBLUE. Fortitude Advisory Group L.L.C. provides investment advisory and financial planning services primarily to individuals, retirement trusts, pension and profit-sharing plans, charitable organizations, and some businesses. The firm employs a network of financial advisors who offer portfolio management, third-party manager selection, and overlay services, operating from multiple offices and utilizing affiliated entities to support its advisory activities.

Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner
user avatar

Craig J

Series 63, Series 65

Gig Harbor, WA

Fortitude Advisory Group L.L.C.

Craig Johnsen is a financial advisor at Fortitude Advisory Group L.L.C. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Argentus Advisors, LLC (Dba: Sound Wealth Partners) since 2016, with prior roles at Private Advisory and Strategic Capital Group LLC. Fortitude Advisory Group provides investment advisory and financial planning services primarily to individuals, retirement trusts, pension and profit-sharing plans, charitable organizations, and some businesses. The firm operates as a team across multiple offices and offers portfolio management, third-party manager selection, and overlay services.

Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner
user avatar

Ryan F

Series 65

Gig Harbor, WA

Fortitude Advisory Group L.L.C.

Ryan Finnigan is a financial advisor with Fortitude Advisory Group L.L.C. in Gig Harbor, WA. He holds a Series 65 designation and has 13 years of industry experience, including roles at Argentus Advisors, LLC (Dba: Sound Wealth Partners), Private Advisory, and Strategic Capital Group LLC. Fortitude Advisory Group L.L.C. provides investment advisory and financial planning services to individuals, retirement trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm delivers services through a team of advisors who manage accounts on a discretionary or non-discretionary basis and supports held-away account reporting and negotiated performance-based fee arrangements for select clients.

Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner
user avatar

Andrew F

Series 63, Series 66

Gig Harbor, WA

Fortitude Advisory Group L.L.C.

Andrew Finnigan is a financial advisor at Fortitude Advisory Group L.L.C. with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms, including Quint Capital Corporation, Sound Wealth Partners, and Kitsap Bank. Outside of finance, he is a managing member and co-owner of Old Loyal Films, LLC, an independent film production company, and owns Blue Mouse Theatre, a movie theater in Tacoma, WA. Fortitude Advisory Group provides investment advisory and financial planning services primarily to individuals, retirement trusts, pension and profit-sharing plans, charitable organizations, and some businesses. The firm operates through a team of advisors offering portfolio management, financial planning, and access to third-party money managers across multiple offices and affiliated entities.

Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner
user avatar

Jacinta E

Series 66

Gig Harbor, WA

Fortitude Advisory Group L.L.C.

Jacinta Earl is a financial advisor at Fortitude Advisory Group L.L.C. in Gig Harbor, WA, holding a Series 66 designation with eight years of industry experience. She has worked previously at LPL Financial, Kitsap Bank, Commonwealth Financial Network, and Quint Capital Corp. Fortitude Advisory Group L.L.C. provides investment advisory and financial planning services to individuals, retirement trusts, pension and profit-sharing plans, charitable organizations, and some businesses. The firm offers portfolio management through a network of advisors who manage accounts on a discretionary or non-discretionary basis and also supports held-away account reporting and performance-based fee arrangements for select clients.

Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner
View complete list of advisors at this office
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