Fortress Estate Solutions, PLLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Fortress Estate Solutions advises individuals, families, trusts, estates and business entities, offering financial and investment planning, active portfolio management, and related services that include estate, charitable, tax, mortgage/debt and business planning. The firm works with private clients on both one-time planning engagements and ongoing, fee-based asset management relationships.
Investment advice is tailored through a client-information process that identifies objectives, risk tolerance and cash-flow needs, and portfolios are managed using a mix of fundamental and technical methods. The firm’s investment toolkit includes long- and short-term trading, option writing strategies, and conservative cash investments (money market funds, CDs and short-term government or commercial paper) to preserve liquidity and enable opportunistic trades.
Compared with many peers, the firm combines comprehensive estate and charitable planning with relatively active trading and options strategies, an uncommon mix for a small advisory practice. It also maintains written policies intended to limit conflicts of interest—including a formal Code of Ethics, pre-clearance and timing limits on personal trades—does not accept performance fees or commission-based sales, and uses a custodial arrangement with a major broker-dealer for client accounts.
Client services
Expertise
Occupation focus
Fee options
Fixed fees possible for investment planning and consulting, with retainer up to $1,200
$0 - $100,000: 2.25% Annually $100,001 - $250,000: 2.00% Annually $250,001 - $500,000: 1.75% Annually $500,001 - $1,000,000: 1.50% Annually $1,000,001 - $1,500,000: 1.25% Annually $1,500,001+: 1.00% Annually
$475 per hour for investment planning and consulting
Account minimum: $250,000 Fee-only: $475 per hour for investment planning and consulting
Main office
3535 Victory Group Way, Suite 610
Frisco TX 75034
Advisors at this office
1
Most active in
Texas
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")