# Catherine Milligan

> Catherine Milligan is a fee-only financial advisor at Fortress Planning Group in Pewaukee, Wisconsin. Fortress Planning Group reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/catherine-milligan/
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
- **CRD:** 7884579 (https://adviserinfo.sec.gov/individual/summary/7884579)
- **SEC registration:** Investment adviser representative in WI
- **Exams passed:** Series 65 (2024)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.bestinwealth.com

## Frequently asked questions

### Is Catherine Milligan a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Catherine 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 Catherine charge for financial advice?

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

### Where is Catherine Milligan based?

Catherine Milligan is based in Pewaukee, Wisconsin.

### Is Catherine Milligan registered with the SEC?

Yes. Catherine Milligan is registered as an investment adviser representative in WI (CRD 7884579), 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 Catherine Milligan?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7884579): 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.