Fortune Financial Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Fortune Financial Group provides financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses, serving both retail and higher-net-worth clients. The firm offers comprehensive planning across retirement, tax, estate, insurance, cash flow, and debt management and manages approximately $141 million in client assets.
FFG implements long-term investment strategies, typically holding securities at least a year and constructing portfolios primarily from active and passive mutual funds and ETFs under a written investment policy statement; its analysis methods include charting, fundamental, technical, and cyclical approaches. Asset management is discretionary, custodial relationships are commonly with independent custodians (Schwab/SEI), and planning services are offered separately or bundled with asset management.
The brochure discloses that advisors may recommend alternative, illiquid investments and could share in the profits from those recommendations, a compensation arrangement the firm notes may create a financial incentive to recommend such products. It also notes occasional transaction or ticket charges on certain mutual fund trades and that the firm receives custodial and other economic benefits from Schwab and SEI, along with using paid lead-generation services—features that are less common among comparable advisory firms.
Client services
Expertise
Fee options
One-time financial plans ranging from $500 to $4,000; ongoing planning monthly fees billed via credit card or ACH
$100,000 - $250,000: 1.25% annually $250,001 - $1,000,000: 1.00% annually $1,000,001 - $2,500,000: 0.75% annually $2,500,001+: 0.50% annually
Commission from recommended alternative investments (such as real estate developments) where the advisor shares in profits
Hourly advice fees at fixed rate agreed upon in advance
Monthly fees for ongoing financial planning relationships (exact amounts vary based on client situation)
Account minimum: $500,000 Minimum fee: Financial planning fees range from $500 to $4,000 depending on complexity; waived if assets exceed $500,000 and included in asset management fee Fee-only: Financial planning on hourly basis or monthly flat fee (ranging $500-$4,000 for planning; monthly fees for ongoing relationships)
Main office
See officeNaples FL
Advisors at this office
2
Offices (2)
Most active in
Florida · Illinois · Texas
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.
Advisors at this firm
Christine K
CFP®, Series 63
Naples, FL
Fortune Financial Group, Inc.
Christine Kalivas is a CFP® with seven years of industry experience, currently serving as an advisor at Fortune Financial Group, Inc. since 2018. She previously worked at Fixed Income Capital Partners LLC from 2014 to 2018. Kalivas is a 50% owner of RK Financial Wellness, where she provides financial wellness and coaching benefits. Fortune Financial Group offers financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses, managing approximately $141 million in client assets. The firm employs long-term investment strategies using active and passive mutual funds and ETFs within a written investment policy framework.
Bradley R
CFP®, Series 63, Series 65
Naples, FL
Fortune Financial Group, Inc.
Bradley Rosley is a CFP® with 39 years of industry experience, currently serving at Fortune Financial Group, Inc. in Naples, FL. He has previously worked at American Trust Investment Services Inc. and LCM Capital Management Inc. Rosley is also an author, having written a book. Fortune Financial Group provides financial planning and discretionary investment management for individuals, trusts, estates, charitable organizations, and small businesses. The firm employs long-term investment strategies using active and passive mutual funds and ETFs, offering comprehensive planning across various financial areas.
Nicholas K
Series 63, Series 65
Glen Ellyn, IL
Fortune Financial Group, Inc.
Nicholas Kalivas is a financial advisor with Fortune Financial Group, Inc. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. Prior to joining Fortune Financial Group in 2026, he spent 13 years with Invesco Distributors, Inc. Fortune Financial Group provides financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs long-term investment strategies using active and passive mutual funds and ETFs, and offers comprehensive planning across multiple financial disciplines, managing approximately $141 million in client assets.
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