Fortress Wealth Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Fortress Wealth Planning is a five-advisor SEC-registered firm that provides comprehensive financial life management, investment management, project-based planning, and retirement-plan consulting for individuals (including high-net-worth clients), charitable organizations, and corporate plan sponsors. Like most team firms, it charges fees based on assets under management and offers ongoing portfolio supervision paired with periodic financial plan updates.
The firm’s investment process is grounded in Modern Portfolio Theory, favoring long-term strategic asset allocation, periodic rebalancing, and a blend of active and passive managers while monitoring outside managers for style and performance consistency. When clients have assets “held away” at other custodians or employer plans, the firm uses a third‑party order-management and account-aggregation platform (Pontera) to implement allocation changes and include those assets in overall planning and AUM calculations.
Several features in the firm’s brochure are less common among peers: Fortress sponsors a wrap fee program and discloses that partners may provide trustee and personal‑representative services in their separate capacities—arrangements that the firm recognizes create potential conflicts of interest and that it discloses to clients; it also accepts custody in situations where a partner serves as trustee and states it complies with the required surprise examination. The advisory team includes trust-and-fiduciary specialists and credentialed planners (e.g., CTFA, AEP, CFP, CFA), and the firm reports roughly $784 million in discretionary assets under management, supporting both individual wealth management and employer-plan advisory engagements.
Client services
Expertise
Occupation focus
Fee options
Project-based financial planning fees starting at $7,500
$1 - $2,000,000: 1.25% $2,000,000 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.40%
Minimum fee: Minimum annual fee of $7,500, pro-rated and paid in advance quarterly Fee-only: Fixed fees for financial planning services starting at $7,500, negotiable depending on complexity; project-based fixed fees starting at $7,500
Main office
1400 Marsh Landing Pkwy., Suite 112
Jacksonville Beach FL 32250
Advisors at this office
6
Most active in
Florida
Also doing business as
Fortress Wealth Planning · Fortress Wealth Planning, 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 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.
Quick links
Advisors at this firm
Jay R
Series 65
Jacksonville Beach, FL
Fortress Wealth Planning
Jay Rolfe is a Series 65-credentialed advisor at Fortress Wealth Planning with eight years of industry experience. He previously worked at HighTower Advisors, LLC and Wells Fargo Bank. Rolfe is based in Ponte Vedra Beach, FL, and has been with Fortress Wealth Planning since 2021. Fortress Wealth Planning serves individuals, charitable organizations, and employer retirement-plan sponsors with financial life management, investment management, project-based planning, and retirement-plan consulting. The firm employs a Modern Portfolio Theory-based investment approach and offers a wrap-fee program, trustee and personal-representative services, and specialized technology for managing held-away accounts.
Michael S
Series 63, Series 66
Jacksonville Beach, FL
Fortress Wealth Planning
Michael Skowfoe is a financial advisor at Fortress Wealth Planning with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at HighTower Securities, HighTower Advisors, Wells Fargo Clearing Services, Wells Fargo Advisors, and Wachovia Bank. Fortress Wealth Planning serves individuals, charitable organizations, and employer retirement-plan sponsors with financial life management, investment management, and retirement-plan consulting. The firm’s investment approach is based on Modern Portfolio Theory, combining active and passive managers with tailored asset allocation and periodic rebalancing, and it offers wrap-fee programs and trustee services.
Dalton M
CFP®
Jacksonville Beach, FL
Fortress Wealth Planning
Dalton Mc Ilrath is a CFP® professional with two years of industry experience, currently serving as an advisor at Fortress Wealth Planning. He previously worked at McIlrath & Eck from 2020 to 2024 and has experience with other firms including Ward Rugh, Inc. Dalton is based in Jacksonville Beach, FL. Fortress Wealth Planning is a team-based SEC-registered firm that provides financial life management, investment management, project-based planning, and retirement-plan consulting for individuals, charitable organizations, and corporate plan sponsors. The firm employs a Modern Portfolio Theory approach with a combination of active and passive managers and manages approximately $784 million in discretionary assets.
Joshua A
CFP®, CFA®
Jacksonville Beach, FL
Fortress Wealth Planning
Joshua Ali is a certified CFP® and CFA® with nine years of experience in financial advising. He has worked at Fortress Wealth Planning since 2021 and previously held roles at Hightower Advisors LLC and Wells Fargo & Company. Joshua is based in Jacksonville Beach, FL, and is part of a six-advisor team. Fortress Wealth Planning is a six-advisor firm that provides comprehensive financial life management, investment management, project-based planning, and retirement-plan consulting for individuals, charitable organizations, and corporate plan sponsors. The firm applies Modern Portfolio Theory with a focus on long-term strategic asset allocation, combining active and passive managers while offering ongoing portfolio supervision and financial plan updates.
Eileen O
Series 65
Jacksonville Beach, FL
Fortress Wealth Planning
Eileen Ortega is a financial advisor with Fortress Wealth Planning in Ponte Vedra Beach, FL, holding a Series 65 designation and eight years of industry experience. She previously worked at HighTower Advisors, LLC and Wells Fargo. Ortega occasionally provides trustee and personal representative services for clients. Fortress Wealth Planning serves individuals, charitable organizations, and employer retirement-plan sponsors with financial life management, investment management, project-based planning, and retirement-plan consulting. The firm employs a Modern Portfolio Theory-based investment approach that includes tailored asset allocation, periodic rebalancing, and a mix of active and passive managers, and it offers a wrap-fee program alongside its non-wrap accounts.
Oisin T
Series 65
Jacksonville Beach, FL
Fortress Wealth Planning
Oisin Thompson is a financial advisor with Fortress Wealth Planning and holds a Series 65 credential. He has one year of industry experience, including prior work at McIlrath & Eck. Fortress Wealth Planning is an SEC-registered firm that serves individuals, charitable organizations, and corporate plan sponsors with financial life management, investment management, project-based planning, and retirement-plan consulting. The firm utilizes a Modern Portfolio Theory-based investment approach, combining active and passive managers with ongoing portfolio supervision and periodic plan updates.
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