Jake Perrine
Fortress Planning Group · Pewaukee, Wisconsin
Jake Perrine 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.
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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 |
| SEC registration | Investment adviser representative in WI · CRD 7538971 |
| Exams passed | Series 63 (2023) · Series 66 (2025) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.bestinwealth.com |
How Jake'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 Jake
Is Jake Perrine a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jake 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 Jake charge for financial advice?
Jake's firm, Fortress Planning Group, reports charging a percentage of assets on its SEC Form ADV.
Where is Jake Perrine based?
Jake Perrine is based in Pewaukee, Wisconsin.
Is Jake Perrine registered with the SEC?
Yes. Jake Perrine is registered as an investment adviser representative in WI (CRD 7538971), 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 Jake Perrine?
Through Jake'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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