Fortress Wealth Planning

Fortress Wealth Planning is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Jacksonville Beach, Florida. On its latest Form ADV, filed August 11, 2026, it reports $794M in regulatory assets under management, 161 individual clients and 6 employees who give 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	SEC-registered
Firm CRD number	307618 · SEC file 801-120349
Office	1400 Marsh Landing Pkwy., Suite 112 Jacksonville Beach, FL 32250
Phone	(904) 301-4545
Website	www.fortresswealthplanning.com
Regulatory assets under management	$794M ($784M discretionary)
Individual clients	81 non-high-net-worth, 80 high-net-worth
Financial planning clients	101-250
How it charges	Percentage of assets, Fixed fee
Services	Financial planning, Portfolio management, Pension consulting, Selection of other advisers
Employees	7
Disciplinary disclosures	None reported
Latest Form ADV filing	August 11, 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 offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• It also charges a percentage of assets managed for ongoing investment management.
• Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
• It provides financial planning services, not only portfolio management.
• 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 Jacksonville Beach

• Strivus Wealth Partners LLC $159M
• Mooney Financial $92M
• Standfast Asset Management, LLC $101M
• Lionsbridge Wealth Management LLC $122M
• Flood Tide Financial LLC $4.8M
• Palm Valley Capital Management $282M

See all 7 fee-only advisers in Jacksonville Beach →

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