Kevin Sandieson
Fortress Planning Group · Pewaukee, Wisconsin
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.
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Facts
| Firm | Fortress Planning Group |
|---|---|
| Based in | Pewaukee, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $345.3M across 902 accounts |
| SEC registration | Investment adviser representative in TX, WI · CRD 7059408 |
| Exams passed | Series 65 (2018) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.bestinwealth.com |
How Kevin's firm compares
- Fortress Planning Group's average account is about $383,000, from its Form ADV (assets managed divided by 902 accounts).
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Questions about Kevin
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.
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
- 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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