Joshua Zorger
Fortitude Private Wealth · Carmel, Indiana
Joshua Zorger is a fee-only financial advisor at Fortitude Private Wealth in Carmel, Indiana, who holds the CFP credential. Joshua charges a percentage of assets, hourly fees and a flat fee or retainer (1.15% a year on the first tier of assets managed and a $500,000 asset minimum) and focuses on small business owners, retirement planning and tax planning.
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Specialties
Who they serve
- Founders
- Retirees
- Pre-retirees
Facts
| Firm | Fortitude Private Wealth |
|---|---|
| Based in | Carmel, Indiana |
| Fee model | Percentage of assets · Hourly · Flat fee or retainer |
| Fees (firm's website) | 1.15% a year on the first tier of assets managed · A $500,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $126.5M across 322 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IN · CRD 4756974 |
| Exams passed | Series 66 (2004) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.fortitudeprivatewealth.com |
| Profile |
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Questions about Joshua
Is Joshua Zorger a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshua holds no broker registration, and Fortitude Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joshua charge for financial advice?
Joshua charges a percentage of assets, hourly fees and a flat fee or retainer.
How much does Joshua charge?
According to Fortitude Private Wealth's website, checked October 30, 2026: 1.15% a year on the first tier of assets managed; a $500,000 asset minimum.
Where is Joshua Zorger based?
Joshua Zorger is based in Carmel, Indiana.
What does Joshua specialize in?
Joshua's specialties include small business owners, retirement planning and tax planning. Joshua works with founders, retirees and pre-retirees.
What credentials does Joshua Zorger hold?
Joshua Zorger holds the CFP credential.
Is Joshua Zorger registered with the SEC?
Yes. Joshua Zorger is registered as an investment adviser representative in IN (CRD 4756974), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fortitude Private Wealth manage?
Fortitude Private Wealth reports $126.5M across 322 accounts in assets under management.
How do I contact Joshua Zorger?
Through Joshua's website, www.fortitudeprivatewealth.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
- Fortitude Private Wealth 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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