Fee-only adviser · Plantation, FL
Emergent Fortuity Financial, LLC
Emergent Fortuity Financial, LLC is a fee-only investment adviser registered with the securities regulator of Florida, with its main office in Plantation, Florida. On its latest Form ADV, filed March 5, 2026, it reports $3.1M in regulatory assets under management, 48 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Florida |
|---|---|
| Firm CRD number | 299328 |
| Office | 7777 Davie RD Ext. #302B Plantation, FL 33324 |
| Phone | (754) 239-4014 |
| Website | emergentfortuity.com |
| Regulatory assets under management | $3.1M |
| Individual clients | 48 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 5, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Plantation
- MG&A Wealth $1.0B
- Tobias Financial Advisors $1.2B
- Sterling Wealth Advisors, Inc. $224M
- Envision Asset Management, Inc. $56M
- Fallenbaum CPA & Advisors, LLC $7.6M
- Actitrust Wealth Management LLC $141M
See all 8 fee-only advisers in Plantation →
Nearby
- Sunrise 1 firm
- Davie 1 firm
- Cooper City 1 firm
- Weston 2 firms
- Miramar 2 firms
- Pembroke Pines 2 firms
- Fort Lauderdale 17 firms
- Hollywood 3 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Emergent Fortuity Financial, LLC? Update this listing.