# Jeffrey Fortner

> Jeffrey Fortner is a fee-only financial advisor at Geometric Advisors in Seattle, Washington, who holds the CFA credential. Jeffrey charges a percentage of assets (1% a year on the first tier of assets managed and no asset minimum) and focuses on tax planning and estate & legacy planning.

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

## Facts

- **Firm:** Geometric Advisors
- **Based in:** Seattle, Washington
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed; no asset minimum
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $1.33B across 2,081 accounts
- **Credentials:** CFA
- **Specialties:** Tax planning, Estate & legacy planning
- **Works with:** Executives, High earners
- **CRD:** 5417960 (https://adviserinfo.sec.gov/individual/summary/5417960)
- **SEC registration:** Investment adviser representative in TX, WA
- **Exams passed:** Series 65 (2007)
- **Firm size:** 34 employees
- **Disclosures:** None reported
- **Website:** http://www.geometricadvisors.com

## Frequently asked questions

### Is Jeffrey Fortner a fee-only financial advisor?

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

### How does Jeffrey charge for financial advice?

Jeffrey charges a percentage of assets.

### How much does Jeffrey charge?

According to Geometric Advisors's website, checked October 30, 2026: 1% a year on the first tier of assets managed; no asset minimum.

### Does Jeffrey work with clients virtually?

Yes. Geometric Advisors says on its website that it works with clients remotely.

### Where is Jeffrey Fortner based?

Jeffrey Fortner is based in Seattle, Washington.

### What does Jeffrey specialize in?

Jeffrey's specialties include tax planning and estate & legacy planning. Jeffrey works with executives and high earners.

### What credentials does Jeffrey Fortner hold?

Jeffrey Fortner holds the CFA credential.

### Is Jeffrey Fortner registered with the SEC?

Yes. Jeffrey Fortner is registered as an investment adviser representative in TX and WA (CRD 5417960), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Geometric Advisors manage?

Geometric Advisors reports $1.33B across 2,081 accounts in assets under management.

### How do I contact Jeffrey Fortner?

Through Jeffrey's website, www.geometricadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5417960): 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://www.geometricadvisors.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.