Jay Rolfe
Fortress Wealth Planning · Jacksonville Beach, Florida
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.
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Specialties
Facts
| Firm | Fortress Wealth Planning |
|---|---|
| Based in | Jacksonville Beach, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $793.9M across 713 accounts |
| SEC registration | Investment adviser representative in FL · CRD 6769861 |
| Exams passed | Series 65 (2017) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.fortresswealthplanning.com |
How Jay's firm compares
- Fortress Wealth Planning's average account is about $1.1 million, from its Form ADV (assets managed divided by 713 accounts).
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Questions about Jay
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.
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 Wealth Planning 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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