Fortune 45, LLC.

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Client assets under management

$231,196,362

Clients

645

4% high-net-worth

Advisors

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

215

Very High

Average account size

$358,444

About

Fortune 45 is an SEC-registered investment adviser that provides fee-based investment management, financial planning, ongoing financial advisory services, and retirement plan assistance to individuals (including high net worth clients), trusts, estates, charitable organizations, and businesses. The firm manages client assets on a discretionary basis and emphasizes ETF-centered portfolio management alongside comprehensive planning and implementation support.

The firm combines technical, charting, and fundamental analysis to build long- and short-term portfolios and primarily implements strategies through mutual funds and exchange-traded funds, with ETFs identified as the majority focus of its advisory services. Fortune 45 conducts regular account reviews, offers ongoing consultative support, and coordinates retirement plan services in conjunction with independent third‑party administrators.

Compared with many peers, Fortune 45 discloses the use of derivatives (including options and derivatives exposure tied to leveraged ETFs) and the ability to employ borrowing within separately managed accounts, practices the brochure notes and that are less common among similar firms. The firm also recently added a flat annual advising/planning fee option and relies on Schwab’s institutional platform for custody, trade execution, and access to research and operational support.

Client services

Financial planning Portfolio management Pension consulting

Expertise

General retirement planning Long-term care insurance Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Fixed fee for financial planning up to $5,000 (negotiable); Flat Annual Advising/Planning Fee up to $1,000 per year

Percentage

up to 1.50% annually (negotiable)

Project-based

$500 per hour for ongoing financial advisory services

Subscriptions

Flat Annual Advising/Planning Fee up to $1,000 per year (billed annually in advance, negotiable)

Other

Fee-only: Fixed fee for financial planning up to $5,000 (negotiable); $500 per hour for financial advisory services

Main office location

Fortune 45, LLC.

39309 Tommy Moore Rd

Gonzales LA 70737, United States

Number of offices

Most active in

Georgia · Louisiana · Michigan · Oklahoma · Texas

Disclosures

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

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Facebook X Instagram Website 225-614-9599

Advisors at this firm

Tayler F

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.

General retirement planning Long-term care insurance Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

Victoria V

Series 65

Gonzales, LA

Fortune 45, LLC.

Victoria Varisco Lulich is a financial advisor at Fortune 45, LLC with a Series 65 designation and three years of industry experience. Her prior work includes roles at Babcock Consulting Group and the YMCA of the Capital Area. 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 securities, and includes the use of derivative instruments and borrowing strategies uncommon among similar firms.

General retirement planning Long-term care insurance Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

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.

General retirement planning Long-term care insurance Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

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