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FORTRESS WEALTH PLANNING, LLC
FORTRESS WEALTH PLANNING, LLC
FORTRESS WEALTH PLANNING
PONTE VEDRA BEACH, Florida
·
4 registered advisors
·
CRD# 307618
SEC# 801-120349
0
904-301-4545
01
Firm Overview
AUM
$410M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at FORTRESS WEALTH PLANNING, LLC
4 registered advisors
Eileen Elizabeth Ortega
PONTE VEDRA BEACH, Florida
CRD# 2388971
Jay Duncan Rolfe
PONTE VEDRA BEACH, Florida
CRD# 6769861
Jim Martyn Williams
PONTE VEDRA BEACH, Florida
CRD# 2269715
Michael Gerard Skowfoe
PONTE VEDRA BEACH, Florida
CRD# 3115056
05
Office Locations
PONTE VEDRA BEACH, Florida
4 advisors
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Data sourced from SEC Form ADV filings. FORTRESS WEALTH PLANNING, LLC (CRD# 307618) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.