Firm
Fortiter Wealth Management
Houston, Texas
Fee-only
Fortiter Wealth Management at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFA.
- Its Form ADV reports 4 employees and 51 individual clients, 45 of them high net worth.
- Its average account is about $1.3 million (assets it manages divided by its 285 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Houston, Texas |
|---|---|
| Website | fortiterwealth.com |
| Phone | (832) 941-1234 |
Fortiter Wealth Management fees
Fortiter Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $380 million |
| Individual clients | 6 |
| High-net-worth clients | 45 |
| Accounts managed | 285 |
| Employees | 4 |
| Planning clients | 0 |
| Registered with | The SEC (801-78931) |
| Financial planning | Offered |
| Form ADV filed | October 8, 2026 |
| SEC record | CRD 169577 |