Firm
Fortitude Private Wealth
Carmel, Indiana
Fee-only
Facts
| Based in | Carmel, Indiana |
|---|---|
| Website | fortitudeprivatewealth.com |
| Phone | (317) 819-8550 |
Fortitude Private Wealth fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1.15% a year on the first tier of assets |
|---|---|
| Account minimum | $500,000 |
| How it charges | Percentage of assets · Hourly · Flat fee |
In the firm's words
"$500,000 - $749,999 Annual Fee 1.15%" source
"The minimum asset size is $500,000." source
"The fees for Financial Planning services may be based on an hourly fee or a flat fee" source
"The fees for Financial Planning services may be based on an hourly fee or a flat fee" source
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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $126 million |
| Individual clients | 23 |
| Financial planning | Offered |
| Form ADV filed | August 18, 2026 |
| SEC record | CRD 290074 |