# Jacob Hagen-Erickson

> Jacob Hagen-Erickson is a fee-only financial advisor at Fortress Financial Group in Rochester, Minnesota. Jacob 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.

Page: https://find.wellspent.co/advisors/jacob-hagen-erickson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## 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 (firm's website)
- **Assets under management (firm):** $352.3M across 958 accounts
- **Specialties:** Retirement planning, Pension planning, Small business owners, Family wealth transfer
- **Works with:** Retirees, Pre-retirees, Multi-generational families
- **CRD:** 7807623 (https://adviserinfo.sec.gov/individual/summary/7807623)
- **SEC registration:** Investment adviser representative in MN
- **Exams passed:** Series 65 (2024)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** https://fortressfg.net

## Frequently asked questions

### Is Jacob Hagen-Erickson a fee-only financial advisor?

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

Jacob charges a percentage of assets.

### How much does Jacob charge?

According to Fortress Financial Group's website, checked October 30, 2026: 0.45%–1.25% a year of assets managed.

### Where is Jacob Hagen-Erickson based?

Jacob Hagen-Erickson is based in Rochester, Minnesota.

### What does Jacob specialize in?

Jacob's specialties include retirement planning, pension planning, small business owners and family wealth transfer. Jacob works with retirees, pre-retirees and multi-generational families.

### Is Jacob Hagen-Erickson registered with the SEC?

Yes. Jacob Hagen-Erickson is registered as an investment adviser representative in MN (CRD 7807623), 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 Jacob Hagen-Erickson?

Through Jacob's website, fortressfg.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7807623): 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
- The firm's website (https://fortressfg.net/): specialties, clients served, and fees, checked October 30, 2026

---

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