Fortress Capital Advisors at a glance
- One of 147 fee-only firms based in Indiana in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 18 individual clients, 8 of them high net worth.
- Its average account is about $232,000 (assets it manages divided by its 62 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Indiana · What fee-only advisors charge in Indiana
Facts
| Based in | Carmel, Indiana |
|---|---|
| Website | fortresscapadv.com |
| [email protected] | |
| Phone | (317) 210-3727 |
Questions about Fortress Capital Advisors
How much does Fortress Capital Advisors charge?
Fortress Capital Advisors publishes these prices: one-time plan: from $4,000; asset-based fee: 1% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
Does Fortress Capital Advisors have an account minimum?
Yes. Fortress Capital Advisors states an account minimum of $750,000. We found this on its website, checked October 28, 2026.
How is Fortress Capital Advisors paid?
Fortress Capital Advisors's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Fortress Capital Advisors have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Fortress Capital Advisors.
What is the average account at Fortress Capital Advisors?
Fortress Capital Advisors's average account is about $232,000. That's the assets on its Form ADV divided by its 62 accounts.
What does Fortress Capital Advisors specialize in?
Fortress Capital Advisors's advisors and website list retirement planning, equity compensation, small business owners and tax planning.
Is Fortress Capital Advisors accepting new clients?
Yes, according to Fortress Capital Advisors's website, checked October 28, 2026.
Fortress Capital Advisors fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $4,000 |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | $750,000 |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"Base Fee: $4,000" source
"First $1,000,000 1.00%" source
"Minimum portfolio size: $750,000" source
"Financial Planning Engagement - Base Fee: $4,000" 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 | $14 million |
| Individual clients | 10 |
| High-net-worth clients | 8 |
| Accounts managed | 62 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | February 13, 2026 |
| SEC record | CRD 323182 |