Fortress Estate Solutions

Fortress Estate Solutions at a glance

• One of 690 fee-only firms based in Texas in the Wellspent graph.
• 1 advisor is listed here.
• Its Form ADV reports 3 employees and 135 individual clients, 14 of them high net worth.
• Its average account is about $417,000 (assets it manages divided by its 121 accounts).

Fee-only advisors in Texas · What fee-only advisors charge in Texas

Facts

Fortress Estate Solutions fees

Fortress Estate Solutions 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

Advisors at this firm (1)

• Richard Jordan

Other fee-only firms in Frisco

• Frisco Financial Planning
• Oh Cap Asset Management
• Olimpio NEU & Associates
• OverShare Advice and Planning, LLC
• Phoenix Rising Wealth Management
• QuadCap Wealth Management
• Two Pillars Asset Management
• Avenue Retirement Services

Fee-only advisors in Texas