Joseph Nicholas
Fortress Financial Group · Rochester, Minnesota
Joseph Nicholas is a fee-only financial advisor at Fortress Financial Group in Rochester, Minnesota. Joseph charges a percentage of assets (0.45%–1.25% a year of assets managed) and focuses on retirement planning, pension planning and small business owners.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Multi-generational families
Facts
| Firm | Fortress Financial Group |
|---|---|
| Based in | Rochester, Minnesota |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.45%–1.25% a year of assets managed |
| Accepting new clients | Yes |
| Assets under management | $352.3M across 958 accounts |
| SEC registration | Investment adviser representative in MN · CRD 8292287 |
| Exams passed | Series 65 (2026) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | fortressfg.net |
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Questions about Joseph
Is Joseph Nicholas a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Fortress Financial Group 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 charges a percentage of assets.
How much does Joseph charge?
According to Fortress Financial Group's website, checked October 30, 2026: 0.45%–1.25% a year of assets managed.
Where is Joseph Nicholas based?
Joseph Nicholas is based in Rochester, Minnesota.
What does Joseph specialize in?
Joseph's specialties include retirement planning, pension planning, small business owners and family wealth transfer. Joseph works with retirees, pre-retirees and multi-generational families.
Is Joseph Nicholas registered with the SEC?
Yes. Joseph Nicholas is registered as an investment adviser representative in MN (CRD 8292287), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fortress Financial Group manage?
Fortress Financial Group reports $352.3M across 958 accounts in assets under management.
How do I contact Joseph Nicholas?
Through Joseph's website, fortressfg.net.
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 Financial Group 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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