# Brian Cayon

> Brian Cayon is a fee-only financial advisor at Fortress Planning Group in Pewaukee, Wisconsin, who holds the CFA credential. Fortress Planning Group reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/brian-cayon/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Fortress Planning Group
- **Based in:** Pewaukee, Wisconsin
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $345.3M across 902 accounts
- **Credentials:** CFA
- **CRD:** 2961137 (https://adviserinfo.sec.gov/individual/summary/2961137)
- **SEC registration:** Investment adviser representative in WI
- **Exams passed:** Series 63 (2000)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.bestinwealth.com

## Frequently asked questions

### Is Brian Cayon a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Fortress Planning Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Brian charge for financial advice?

Brian's firm, Fortress Planning Group, reports charging a percentage of assets on its SEC Form ADV.

### Where is Brian Cayon based?

Brian Cayon is based in Pewaukee, Wisconsin.

### What credentials does Brian Cayon hold?

Brian Cayon holds the CFA credential.

### Is Brian Cayon registered with the SEC?

Yes. Brian Cayon is registered as an investment adviser representative in WI (CRD 2961137), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Fortress Planning Group manage?

Fortress Planning Group reports $345.3M across 902 accounts in assets under management.

### How do I contact Brian Cayon?

Through Brian's website, www.bestinwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2961137): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.