# Kevin Sandieson

> Kevin Sandieson is a fee-only financial advisor at Fortress Planning Group in Pewaukee, Wisconsin. Fortress Planning Group reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/kevin-sandieson/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Fortress Planning Group
- **Based in:** Pewaukee, Wisconsin
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $345.3M across 902 accounts
- **CRD:** 7059408 (https://adviserinfo.sec.gov/individual/summary/7059408)
- **SEC registration:** Investment adviser representative in TX, WI
- **Exams passed:** Series 65 (2018)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.bestinwealth.com

## Frequently asked questions

### Is Kevin Sandieson a fee-only financial advisor?

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

### How does Kevin charge for financial advice?

Kevin's firm, Fortress Planning Group, reports charging a percentage of assets on its SEC Form ADV.

### Where is Kevin Sandieson based?

Kevin Sandieson is based in Pewaukee, Wisconsin.

### Is Kevin Sandieson registered with the SEC?

Yes. Kevin Sandieson is registered as an investment adviser representative in TX and WI (CRD 7059408), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Fortress Planning Group manage?

Fortress Planning Group reports $345.3M across 902 accounts in assets under management.

### How do I contact Kevin Sandieson?

Through Kevin's website, www.bestinwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7059408): 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

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.