Debra Pladsen
Fortress Financial Group · Chanhassen, Minnesota
Debra Pladsen is a fee-only financial advisor at Fortress Financial Group in Chanhassen, Minnesota. Debra 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 | Chanhassen, 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 |
| SEC registration | Investment adviser representative in MN · CRD 4213619 |
| Exams passed | Series 63 (2000) · Series 66 (2021) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | fortressfg.net |
| Profile |
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Questions about Debra
Is Debra Pladsen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Debra 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 Debra charge for financial advice?
Debra charges a percentage of assets.
How much does Debra charge?
According to Fortress Financial Group's website, checked October 30, 2026: 0.45%–1.25% a year of assets managed.
Where is Debra Pladsen based?
Debra Pladsen is based in Chanhassen, Minnesota.
What does Debra specialize in?
Debra's specialties include retirement planning, pension planning, small business owners and family wealth transfer. Debra works with retirees, pre-retirees and multi-generational families.
Is Debra Pladsen registered with the SEC?
Yes. Debra Pladsen is registered as an investment adviser representative in MN (CRD 4213619), 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 Debra Pladsen?
Through Debra'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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