Brian Cayon
Fortress Planning Group · Pewaukee, Wisconsin
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.
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Facts
| Firm | Fortress Planning Group |
|---|---|
| Based in | Pewaukee, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $345.3M across 902 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in WI · CRD 2961137 |
| Exams passed | Series 63 (2000) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.bestinwealth.com |
How Brian's firm compares
- Fortress Planning Group's average account is about $383,000, from its Form ADV (assets managed divided by 902 accounts).
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Questions about Brian
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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