Scott Wellens
Fortress Planning Group · Pewaukee, Wisconsin
Scott Wellens is a fee-only financial advisor at Fortress Planning Group in Pewaukee, Wisconsin, who holds the CFP credential. Scott charges a percentage of assets and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Facts
| Firm | Fortress Planning Group |
|---|---|
| Based in | Pewaukee, Wisconsin |
| Fee model | Percentage of assets |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $345.3M across 902 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KY, WI · CRD 5923727 |
| Exams passed | Series 65 (2010) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | fortressplanninggroup.com |
How Scott'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 Scott
Is Scott Wellens a fee-only financial advisor?
Yes. Scott Wellens is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Scott's firm.
How does Scott charge for financial advice?
Scott charges a percentage of assets.
Does Scott work with clients virtually?
Yes. Fortress Planning Group says on its website that it works with clients remotely.
Where is Scott Wellens based?
Scott Wellens is based in Pewaukee, Wisconsin.
What does Scott specialize in?
Scott's specialties include retirement planning, tax planning, estate & legacy planning, student loans and equity compensation.
What credentials does Scott Wellens hold?
Scott Wellens holds the CFP credential.
Is Scott Wellens registered with the SEC?
Yes. Scott Wellens is registered as an investment adviser representative in KY and WI (CRD 5923727), per SEC Investment Adviser Public Disclosure data as of October 27, 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 Scott Wellens?
Through Scott's website, fortressplanninggroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Fortress Planning Group website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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