Cody Schaefer
Fortress Financial Group · Rochester, Minnesota
Cody Schaefer is a fee-only financial advisor at Fortress Financial Group in Rochester, Minnesota, who holds the CFP credential. Cody charges a percentage of assets (0.45%–1.25% a year of assets managed) and focuses on retirement planning, pension planning and small business owners.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Multi-generational families
Facts
| Firm | Fortress Financial Group |
|---|---|
| Based in | Rochester, Minnesota |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.45%–1.25% a year of assets managed |
| Accepting new clients | Yes |
| Assets under management | $352.3M across 958 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN, TX · CRD 6639022 |
| Exams passed | Series 63 (2017) · Series 65 (2022) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | fortressfg.net |
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Questions about Cody
Is Cody Schaefer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cody holds no broker registration, and Fortress Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Cody charge for financial advice?
Cody charges a percentage of assets.
How much does Cody charge?
According to Fortress Financial Group's website, checked October 30, 2026: 0.45%–1.25% a year of assets managed.
Where is Cody Schaefer based?
Cody Schaefer is based in Rochester, Minnesota.
What does Cody specialize in?
Cody's specialties include retirement planning, pension planning, small business owners and family wealth transfer. Cody works with retirees, pre-retirees and multi-generational families.
What credentials does Cody Schaefer hold?
Cody Schaefer holds the CFP credential.
Is Cody Schaefer registered with the SEC?
Yes. Cody Schaefer is registered as an investment adviser representative in MN and TX (CRD 6639022), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fortress Financial Group manage?
Fortress Financial Group reports $352.3M across 958 accounts in assets under management.
How do I contact Cody Schaefer?
Through Cody's website, fortressfg.net.
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
- Fortress Financial Group website : specialties, clients served, and fees, checked October 30, 2026
- 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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