Joseph Foley
Fortiter Wealth Management · Houston, Texas
Joseph Foley is a fee-only financial advisor at Fortiter Wealth Management in Houston, Texas. Joseph focuses on family wealth transfer and estate & legacy planning. Fortiter Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Fortiter Wealth Management |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $379.9M across 285 accounts |
| SEC registration | Investment adviser representative in TX · CRD 5417602 |
| Exams passed | Series 66 (2007) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.fortiterwealth.com |
How Joseph's firm compares
- Fortiter Wealth Management's average account is about $1.3 million, from its Form ADV (assets managed divided by 285 accounts).
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Questions about Joseph
Is Joseph Foley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Fortiter Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Fortiter Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Joseph Foley based?
Joseph Foley is based in Houston, Texas.
What does Joseph specialize in?
Joseph's specialties include family wealth transfer and estate & legacy planning. Joseph works with multi-generational families.
Is Joseph Foley registered with the SEC?
Yes. Joseph Foley is registered as an investment adviser representative in TX (CRD 5417602), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fortiter Wealth Management manage?
Fortiter Wealth Management reports $379.9M across 285 accounts in assets under management.
How do I contact Joseph Foley?
Through Joseph's website, www.fortiterwealth.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
- Fortiter Wealth Management 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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