Ronald Weintraub
Fortitude Advisory Group · Kentfield, California
Ronald Weintraub is a fee-only financial advisor at Fortitude Advisory Group in Kentfield, California. Fortitude Advisory Group reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Fortitude Advisory Group |
|---|---|
| Based in | Kentfield, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $467.5M across 1,354 accounts |
| SEC registration | Investment adviser representative in CA · CRD 702646 |
| Exams passed | Series 63 (1989) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | afminvestments.net |
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Questions about Ronald
Is Ronald Weintraub a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ronald holds no broker registration, and Fortitude Advisory Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ronald charge for financial advice?
Ronald's firm, Fortitude Advisory Group, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Ronald Weintraub based?
Ronald Weintraub is based in Kentfield, California.
Is Ronald Weintraub registered with the SEC?
Yes. Ronald Weintraub is registered as an investment adviser representative in CA (CRD 702646), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fortitude Advisory Group manage?
Fortitude Advisory Group reports $467.5M across 1,354 accounts in assets under management.
How do I contact Ronald Weintraub?
Through Ronald's website, afminvestments.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
- 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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