A complete list of active advisors currently associated with Fortunate
Warmer can help you find a great advisor at Fortunate or one who fits your needs even better.
Fortunate, LLC serves individual investors and retirement plan sponsors and operates as a single-advisor independent advisory firm with roughly 319 client relationships. The firm’s services center on referring clients to third-party investment managers and providing retirement plan design, investment selection assistance, and employee education. Rather than directly managing portfolios, the firm relies on contracted third‑party managers (including FormulaFolios, AssetMark, and TPFG) to perform investment analysis and portfolio implementation, and provides initial suitability discussions to help match clients to managers. The firm does not exercise investment discretion over client accounts and states it does not give advice about specific securities itself. Noteworthy for an independent solo practice, the firm maintains a large client load for a single advisor and is affiliated with insurance sales—the advisor also sells insurance and dedicates a significant portion of time to that activity—creating potential conflicts because the firm receives solicitor/referral compensation from third‑party managers and insurance commissions. The firm discloses these conflicts, does not custody client assets, and directs clients to review the third‑party managers’ disclosures for details on investment strategies and risks.
To learn more about the advisors currently working at Fortunate, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Midway, UT
| 16
|
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