Fortress Wealth Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$430,903,927
Clients
371
Advisors
6
of 14 employees
About
Fortress Wealth Group advises individuals, high‑net‑worth clients, corporations and charitable organizations, offering discretionary investment management, financial planning (including standalone tax planning) and retirement plan advisory services. The firm also provides consulting to brokerage customers of Mutual Securities, may introduce clients to non‑purpose loan programs, and implements client accounts through platforms such as Betterment Institutional.
Fortress builds customized, primarily long‑term portfolios using ETFs, mutual funds, individual equities and, where appropriate, bonds, REITs, alternative investments and options, and employs both fundamental and technical analysis in its research. The firm may allocate client assets to unaffiliated Independent Managers or engage sub‑advisors and uses Betterment Institutional for discretionary implementation and automated rebalancing on eligible accounts.
Noteworthy distinctions include related‑party activities: Fortress is affiliated with FWG Capital and FWG Investment Management, which sponsor and advise a pooled investment vehicle the firm may recommend to clients (with disclosure and fee‑offset practices described in the brochure). The firm also operates as a licensed insurance agency that may receive commissions, discloses use of derivatives and margin and the potential recommendation of non‑purpose lending, and maintains institutional relationships with major custodians that provide platform services and economic benefits to the firm.
Client services
Expertise
Fee options
Financial planning fixed fees range from $5,000 to $50,000.
0.75% to 2.00% annually (based on complexity, asset level, and relationship)
Advisor receives commission-based compensation from insurance products through affiliated or unaffiliated insurance agencies.
$500 per hour for standalone financial planning services.
Account minimum: $500,000 Fee-only: Investment management fees based on assets under management; no commissions received by advisor.
Main office
1099 W Morse Blvd
Winter Park FL 32789
Advisors at this office
6
Most active in
Florida · Georgia · Nebraska · New Hampshire · North Carolina · Tennessee · Texas
Also doing business as
Fortress Advisers, LLC · Fortress Wealth Group · Fortress Wealth Group, LLC · Fwg Holdings, 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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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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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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