Firm
Fortress Financial Group
Rochester, Minnesota
Fee-only
Facts
| Based in | Rochester, Minnesota |
|---|---|
| Website | fortressfg.net |
| [email protected] | |
| Phone | (507) 529-1400 |
Fortress Financial Group 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 | 0.45% to 1.25% a year |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"ranging from 0.45% to 1.25% per year depending on the size and complexity of the household" source
"ranging from 0.45% to 1.25% per year depending on the size and complexity of the household" source
"Our advisory fee is a percentage of the assets we manage, ranging from 0.45% to 1.25% per year" 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 · Fixed fees |
|---|---|
| Assets managed | $352 million |
| Individual clients | 237 |
| Financial planning | Offered |
| Form ADV filed | October 6, 2026 |
| SEC record | CRD 315329 |