Fortress Planning Group
Pewaukee, Wisconsin
Fortress Planning Group at a glance
- One of 150 fee-only firms based in Wisconsin in the Wellspent graph.
- 5 advisors are listed here; 1 of 5 hold the CFP.
- Its Form ADV reports 6 employees and 283 individual clients, 68 of them high net worth.
- Its average account is about $383,000 (assets it manages divided by its 902 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin
Facts
| Based in | Pewaukee, Wisconsin |
|---|---|
| Website | fortressplanninggroup.com |
| [email protected] | |
| Phone | (262) 264-5838 |
Questions about Fortress Planning Group
How is Fortress Planning Group paid?
Fortress Planning Group's Form ADV says it is paid by: percentage of assets.
How many advisors does Fortress Planning Group have in the Wellspent public graph?
The Wellspent public graph lists 5 advisors at Fortress Planning Group, and 1 hold the CFP.
What is the average account at Fortress Planning Group?
Fortress Planning Group's average account is about $383,000. That's the assets on its Form ADV divided by its 902 accounts.
What does Fortress Planning Group specialize in?
Fortress Planning Group's advisors and website list retirement planning, tax planning, estate & legacy planning and student loans.
Is Fortress Planning Group accepting new clients?
Yes, according to Fortress Planning Group's website, checked October 28, 2026.
Does Fortress Planning Group work with clients virtually?
Yes. Fortress Planning Group's website says it works with clients virtually.
Fortress Planning Group fees
Fortress Planning Group doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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 | $345 million |
| Individual clients | 215 |
| High-net-worth clients | 68 |
| Accounts managed | 902 |
| Employees | 6 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-127572) |
| Financial planning | Offered |
| Form ADV filed | August 26, 2026 |
| SEC record | CRD 157900 |
Advisors at this firm (5)
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