Steven Neeley
Fortress Capital Advisors · Carmel, Indiana
Steven Neeley is a fee-only financial advisor at Fortress Capital Advisors in Carmel, Indiana, who holds the CFP and MBA credentials. Steven charges a percentage of assets and a one-time planning fee (one-time plans from $4,000 and 1% a year on the first tier of assets managed) and focuses on retirement planning, equity compensation and small business owners.
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Specialties
Who they serve
- Founders
- Executives
- Pre-retirees
Facts
| Firm | Fortress Capital Advisors |
|---|---|
| Based in | Carmel, Indiana |
| Fee model | Percentage of assets · One-time planning fee |
| Fees (firm's website) | One-time plans from $4,000 · 1% a year on the first tier of assets managed · A $750,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $14.4M across 62 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in IN, TX · CRD 5817540 |
| Exams passed | Series 65 (2010) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | fortresscapadv.com |
| Profile |
How Steven's firm compares
- A one-time plan starts at $4,000, above the US median of $2,000 for fee-only firms that publish prices.
- Fortress Capital Advisors's average account is about $232,000, from its Form ADV (assets managed divided by 62 accounts).
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Questions about Steven
Is Steven Neeley a fee-only financial advisor?
Yes. Steven Neeley is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Steven's firm.
How does Steven charge for financial advice?
Steven charges a percentage of assets and a one-time planning fee.
How much does Steven charge?
According to Fortress Capital Advisors's website, checked October 28, 2026: one-time plans from $4,000; 1% a year on the first tier of assets managed; a $750,000 asset minimum.
Where is Steven Neeley based?
Steven Neeley is based in Carmel, Indiana.
What does Steven specialize in?
Steven's specialties include retirement planning, equity compensation, small business owners and tax planning. Steven works with founders, executives and pre-retirees.
What credentials does Steven Neeley hold?
Steven Neeley holds the CFP and MBA credentials.
Is Steven Neeley registered with the SEC?
Yes. Steven Neeley is registered as an investment adviser representative in IN and TX (CRD 5817540), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Fortress Capital Advisors manage?
Fortress Capital Advisors reports $14.4M across 62 accounts in assets under management.
How do I contact Steven Neeley?
Through Steven's website, fortresscapadv.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
- XY Planning Network directory listing : XYPN members are fee-only
- Fortress Capital Advisors 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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