Sam Winter
Fortitude Family Office · Scottsdale, Arizona
Sam Winter is a fee-only financial advisor at Fortitude Family Office in Scottsdale, Arizona. Sam focuses on tax planning and estate & legacy planning. Fortitude Family Office reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
Request an introduction to Sam →
Specialties
Who they serve
- Ultra high net worth
Facts
| Firm | Fortitude Family Office |
|---|---|
| Based in | Scottsdale, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $1.27B across 971 accounts |
| SEC registration | Investment adviser representative in AZ · CRD 6807913 |
| Exams passed | Series 65 (2017) |
| Firm size | 40 employees |
| Disclosures | None reported |
| Website | www.fortitudefo.com |
Request an introduction to Sam
Tell Sam a little about what you're looking for. Sam isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Sam
Is Sam Winter a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sam holds no broker registration, and Fortitude Family Office reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sam charge for financial advice?
Sam's firm, Fortitude Family Office, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Sam Winter based?
Sam Winter is based in Scottsdale, Arizona.
What does Sam specialize in?
Sam's specialties include tax planning and estate & legacy planning. Sam works with ultra high net worth.
Is Sam Winter registered with the SEC?
Yes. Sam Winter is registered as an investment adviser representative in AZ (CRD 6807913), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fortitude Family Office manage?
Fortitude Family Office reports $1.27B across 971 accounts in assets under management.
How do I contact Sam Winter?
Through Sam's website, www.fortitudefo.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 Family Office 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.
See something wrong? Request a correction. Read our methodology.