A complete list of active advisors currently associated with Fortune Financial Group, Inc.
Warmer can help you find a great advisor at Fortune Financial Group, Inc. or one who fits your needs even better.
Fortune Financial Group provides comprehensive financial planning and discretionary asset management to individuals, trusts, estates, charitable organizations, and small businesses, with services that include retirement, tax, estate, education, insurance, and cash-flow planning. The firm manages client portfolios using primarily mutual funds and exchange-traded funds and offers alternative investment options as part of its service mix. FFG implements investment advice through written investment policy statements and emphasizes long-term positions (generally holding securities at least a year), drawing on charting, fundamental, technical, and cyclical analysis; it provides ongoing portfolio monitoring and periodic reporting and acts as a fiduciary for retirement-account recommendations. Asset-based fees are the primary compensation method for investment management, and the firm also makes custody arrangements through independent custodians and uses Schwab and SEI services for execution and reporting. Notably, the brochure discloses potential non-AUM compensation that is uncommon among peers: advisors may recommend alternative investments from which they could share in profits, and certain transactions can incur custodial ticket charges. The firm also engages a third‑party lead generator (Apex) for prospective client referrals and recently transitioned to SEC registration, which together distinguish its business and referral practices from many similarly sized advisory firms.
To learn more about the advisors currently working at Fortune Financial Group, Inc., 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 |
|---|---|---|
Naples, FL
| 7
| |
Naples, FL
| 38
| |
Naples, FL
| 1
|
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