# Jay Rolfe

> Jay Rolfe is a fee-only financial advisor at Fortress Wealth Planning in Jacksonville Beach, Florida. Jay focuses on founders (pre-exit). Fortress Wealth Planning reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Fortress Wealth Planning
- **Based in:** Jacksonville Beach, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $793.9M across 713 accounts
- **Specialties:** Founders (pre-exit)
- **CRD:** 6769861 (https://adviserinfo.sec.gov/individual/summary/6769861)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 65 (2017)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://www.fortresswealthplanning.com/

## Frequently asked questions

### Is Jay Rolfe a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jay holds no broker registration, and Fortress Wealth Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jay charge for financial advice?

Jay's firm, Fortress Wealth Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Jay Rolfe based?

Jay Rolfe is based in Jacksonville Beach, Florida.

### What does Jay specialize in?

Jay's specialties include founders (pre-exit).

### Is Jay Rolfe registered with the SEC?

Yes. Jay Rolfe is registered as an investment adviser representative in FL (CRD 6769861), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Fortress Wealth Planning manage?

Fortress Wealth Planning reports $793.9M across 713 accounts in assets under management.

### How do I contact Jay Rolfe?

Through Jay's website, www.fortresswealthplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6769861): 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://fortresswealthplanning.com/): specialties, clients served, and fees, checked October 30, 2026

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