Fortress Financial Solutions provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 26–50 clients last fiscal year.
Fortress Financial Solutions reports 279 clients. They include 219 individual clients, 59 high-net-worth individuals and 1 charitable organization. Of its assets, 100.0% ($142M across 723 accounts) are managed with discretion. Of its clients, 1% are outside the U.S. It advised 2 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 78% | 32% |
| High-net-worth individuals | 21% | 68% |
| Charitable organizations | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 219 | $45.8M | 32.2% | $209K |
| High-net-worth individuals | 59 | $96.2M | 67.7% | $1.63M |
| Charitable organizations | Fewer than 5 | $8.71K | 0.0% | $8.71K |
| Total | 279 | $142M | 100% | — |
- Clients
- 219
- Regulatory AUM
- $45.8M
- AUM share
- 32.2%
- Avg. per client
- $209K
- Clients
- 59
- Regulatory AUM
- $96.2M
- AUM share
- 67.7%
- Avg. per client
- $1.63M
- Clients
- Fewer than 5
- Regulatory AUM
- $8.71K
- AUM share
- 0.0%
- Avg. per client
- $8.71K
Total
- Clients
- 279
- Regulatory AUM
- $142M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Fortress Financial Solutions charges 0.30%–1.50% a year for its Investments Under Management Fee Schedule. The fee is billed in advance, is negotiable and requires an account of at least $250,000. The brochure also prices 4 other services, listed under fee details.
Fee details and sources
Other fees
- Comprehensive Financial Planning
- One-time flat fee with a minimum of $5,000.
- Focused Financial Planning
- One-time flat fee with a minimum of $1,200; as ongoing Essential Service, a minimum annual flat fee of $1,200.
- Line-item Financial Planning
- Billed at the hourly rate or a one-time flat fee; minimum two hours or $500.
- Thematic Financial Planning
- One-time flat fee with a minimum of $3,500.
Adam Amante owns 50% to 75% of Fortress Financial Solutions. It has 10 employees, 8 of them in advisory roles.
Leadership
- Kristen AmanteOwner
Adam AmanteMember - CCO
Christy KnotzExecutive Officer
Kenneth NeslerExecutive Officer
Investment adviser representatives
8 representatives listed in the SEC register as of 9 October 2026.
Staff
- 10 employees
- 8 in advisory functions
- 8 state-registered reps
- 7 insurance agents
- 6 soliciting firms
- Owns 50% to 75% of Fortress Financial Solutions, LLC
Adam Amante
Control person · since November 2007
- Owns 50% to 75% of Fortress Financial Solutions, LLC
Kristen Amante
Control person · since January 2010
Fortress Financial Solutions’ regulatory assets grew from $116M (May 2025) to $142M (April 2026); clients were 279 in both filings and employees rose from 6 to 10.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Apr 2026April 2026 | $142M | 279 | 10 | 1 |
| May 2025May 2025 | $116M | 271 | 6 | 1 |
Besides its headquarters, Fortress Financial Solutions has 0 offices, with 1 listed address in 1 state.
Arizona · 1 listed address
- 4640 East Sunrise Drive, Suite 211, TucsonHQ
Contact and registration details
- Legal name
- Fortress Financial Solutions, LLC
- Headquarters
- 4640 East Sunrise Drive, Suite 211, Tucson, AZ 85718
- Website
- fortresscompany.com
- Phone
- 520-751-8600
- @fortressfinancialsolutions
- SEC file
- 801-131567
- Structure
- Arizona LLC
- Fiscal year end
- December
Fortress Financial Solutions’ named custodian for separately managed accounts is Charles Schwab ($142M). Fortress Financial Solutions has custody of $13.6M for 45 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $142M100%
At year end, Fortress Financial Solutions’ separately managed accounts were mostly in stocks (73%) and funds (21%). Its reported 13F holdings for the quarter ended 31 March 2026 total $95.7M across 56 positions; the largest are Invesco Qqq TR (11.4%), Vanguard Scottsdale Fds (9.0%) and iShares TR (8.6%).
What the accounts hold
- Stocks73%
- Exchange-traded equities72%
- Non-exchange-traded equities1%
- Funds21%
- Bonds4%
- U.S. government and agency bonds3%
- State and local bonds1%
- Cash2%
Reported 13F holdings
- $95.7M
- Reported 13F value
- 56
- Positions
- 60.0%
- In the 10 largest
- —
- Value vs. prior quarter
- Invesco Qqq TR · Unit Ser 111.4%
- Vanguard Scottsdale Fds · Int-term Corp.9.0%
- iShares TR · Core S&P500 ETF8.6%
- iShares TR · Pfd And Incm Sec6.1%
- iShares TR · Core S&P Mcp ETF5.1%
- Vanguard Scottsdale Fds · Shrt Trm Corp. BD4.7%
- Apple Inc.4.5%
- iShares TR · Core S&P Ttl Stk3.8%
- J P Morgan Exchange Traded F · Equity Premium3.5%
- J P Morgan Exchange Traded F · Nasdaq EQT Prem3.4%
Together, the ten largest are 60.0% of reported value.
How many clients does Fortress Financial Solutions have?
Fortress Financial Solutions has 279 clients and manages $142 million for them, as of April 2026. They include 219 individual clients, 59 high-net-worth individuals and 1 charitable organization.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 8 April 2026
What services does Fortress Financial Solutions offer?
Fortress Financial Solutions provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Fortress Financial Solutions charge?
Fortress Financial Solutions charges 0.30%–1.50% a year for its Investments Under Management Fee Schedule. The fee is billed in advance, is negotiable and requires an account of at least $250,000.
Source: FORM ADV PART 2A FORTRESS FINANCIAL SERVICES, LLC 03.11.2026, filed 11 March 2026
Which custodians does Fortress Financial Solutions use?
Fortress Financial Solutions’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $142M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 8 April 2026
How many financial advisors does Fortress Financial Solutions have?
Fortress Financial Solutions has 8 investment adviser representatives registered with state securities authorities, out of 10 employees, and 8 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 7 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Fortress Financial Solutions invest in?
At the end of its last fiscal year, Fortress Financial Solutions’ separately managed accounts held 72% exchange-traded equities, 21% registered funds (mutual funds, ETFs, BDCs), 3% U.S. government and agency bonds, 2% cash and equivalents, 1% non-exchange-traded equities and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Fortress Financial Solutions have a minimum investment?
Yes, Fortress Financial Solutions’ minimum account size for its Investments Under Management Fee Schedule is $250K.
Source: FORM ADV PART 2A FORTRESS FINANCIAL SERVICES, LLC 03.11.2026, filed 11 March 2026
Who owns Fortress Financial Solutions?
Fortress Financial Solutions’ direct owners are Adam Amante (50% to 75%) and Kristen Amante (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 8 April 2026
How does Fortress Financial Solutions get paid?
Fortress Financial Solutions is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Fortress Financial Solutions?
Fortress Financial Solutions’ main office is at 4640 East Sunrise Drive, Suite 211, Tucson, AZ 85718. Its phone number is 520-751-8600. Its website is fortresscompany.com.