Fortune 45, LLC.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$231,196,362
Clients
645
Advisors
3
of 5 employees
About
Fortune 45 provides investment management, financial planning, ongoing advisory, and retirement plan services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, and businesses. Clients may engage the firm for discretionary portfolio management, one‑time or ongoing planning and consulting, and plan-level services facilitated through third‑party recordkeepers.
The firm emphasizes ETF‑based portfolios and employs a mix of long‑ and short‑term purchase strategies informed by technical, charting, and fundamental analysis, with regular monitoring and buy/sell/hold decisions. Fortune 45 discloses the use of options, leveraged ETFs and related derivative strategies and, when appropriate to client objectives, may employ borrowing or leverage in managed accounts as part of its risk‑management framework.
Compared with many peers, Fortune 45 explicitly discloses the use of derivatives and borrowing within separately managed accounts, a practice that is relatively uncommon among supported firms, and combines that capability with retirement plan consulting via a Vestwell platform relationship. The firm manages roughly $237.7 million for about 645 clients through a three‑advisor team, pairing ETF‑focused portfolio construction with periodic trading and comprehensive planning services.
Client services
Expertise
Occupation focus
Fee options
Up to $5,000 for financial planning services; Flat Annual Advising/Planning Fee up to $1,000 per year
up to 1.50% annually (negotiable)
$500 per hour for ongoing financial advisory services
Main office
39309 Tommy Moore Rd
Gonzales LA 70737
Advisors at this office
3
Most active in
Georgia · Louisiana · Michigan · Mississippi · Oklahoma · Texas
Also doing business as
Fortune 45 Financial Advisors · Fortune 45, LLC. · Rodrigue, Jesse Brian
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
Tayler H
Series 65
Gonzales, LA
Fortune 45, LLC.
Tayler Fenton is a financial advisor at Fortune 45, LLC with one year of industry experience and holds a Series 65 designation. Prior to joining Fortune 45, Fenton's work history includes roles at Baton Rouge General, Orange Theory Fitness, and University Club Plantation. Fortune 45 serves individuals, high net worth clients, trusts, estates, charitable organizations, and businesses by providing discretionary portfolio management, financial planning, and retirement plan services. The firm’s investment approach emphasizes asset allocation primarily through ETFs, supplemented by other instruments, and includes the use of derivative instruments and borrowing within separately managed accounts.
Victoria V
Series 65
Gonzales, LA
Fortune 45, LLC.
Victoria Varisco Lulich is a Series 65 licensed financial advisor at Fortune 45, LLC with four years of industry experience. She has worked at Fortune 45 since 2020 and previously worked at Babcock Consulting Group and the YMCA of the Capital Area. Fortune 45 provides investment management, financial planning, and retirement plan services to individuals, trusts, estates, charitable organizations, and businesses. The firm uses ETF-based portfolios with technical, charting, and fundamental analysis, and explicitly discloses the use of derivatives and leverage in managed accounts.
Jesse R
Series 65
Gonzales, LA
Fortune 45, LLC.
Jesse Rodrigue is a Series 65-licensed financial advisor with Fortune 45, LLC in Gonzales, LA, where he has worked since 2014. He has 11 years of industry experience. Outside of his advisory role, he manages a podcast titled "Real Talk Money With Jesse." Fortune 45 serves individuals, high net worth clients, trusts, estates, charitable organizations, and businesses, offering discretionary portfolio management, financial planning, and retirement plan services. The firm’s investment approach emphasizes asset allocation primarily through ETFs, supplemented by other instruments, and includes the use of derivative instruments and borrowing in separately managed accounts.
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