Fortress Wealth Planning provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, business succession planning, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
Fortress Wealth Planning reports 161 clients. They include 81 individual clients and 80 high-net-worth individuals. Of its assets, 98.8% ($784M across 681 accounts) are managed with discretion; $9.47M across 32 accounts are not. A wrap fee program the firm both sponsors and manages holds $784M. It advised 2 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 50% | 5% |
| High-net-worth individuals | 50% | 95% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 81 | $36.1M | 4.5% | $445K |
| High-net-worth individuals | 80 | $758M | 95.5% | $9.47M |
| Total | 161 | $794M | 100% | $4.93M |
- Clients
- 81
- Regulatory AUM
- $36.1M
- AUM share
- 4.5%
- Avg. per client
- $445K
- Clients
- 80
- Regulatory AUM
- $758M
- AUM share
- 95.5%
- Avg. per client
- $9.47M
Total
- Clients
- 161
- Regulatory AUM
- $794M
- AUM share
- 100%
- Avg. per client
- $4.93M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Fortress Wealth Planning charges 0.40%–1.25% a year for its Financial Life Management Services. The fee is billed in advance and has a $7,500 annual minimum. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Ongoing Comprehensive Financial Planning
- Where no assets are managed, a fixed flat fee starting at a minimum of $7,500 a year. Half the annual fee is paid up front and the rest quarterly in advance.
- Project-Based Financial Planning
- A fixed fee beginning at $7,500 for a defined planning project. Half is due at the start and the balance on completion.
Eileen Ortega owns 25% to 50% of Fortress Wealth Planning. It has 7 employees, 6 of them in advisory roles.
Leadership
Eileen OrtegaPartner
Jay RolfePartner and CCO
Michael SkowfoePartner
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
Staff
- 7 employees
- 6 in advisory functions
- 6 state-registered reps
- Owns 25% to 50% of Fortress Wealth Planning, LLC
Eileen Ortega
Control person · since January 2017
- Owns 25% to 50% of Fortress Wealth Planning, LLC
Michael Skowfoe
Control person · since January 2017
- Owns 5% to 10% of Fortress Wealth Planning, LLC
Jay Rolfe
Control person · since January 2017
Fortress Wealth Planning’s regulatory assets grew 3.9× from $204M (June 2021) to $794M (August 2026); clients rose from 48 to 161 and employees from 5 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Aug 2026August 2026 | $794M | 161 | 7 | 1 |
| Mar 2025March 2025 | $616M | 135 | 6 | 1 |
| Mar 2024March 2024 | $410M | 89 | 7 | 1 |
| Mar 2023March 2023 | $340M | 69 | 5 | 1 |
| Mar 2022March 2022 | $285M | 62 | 5 | 1 |
| Jun 2021June 2021 | $204M | 48 | 5 | 1 |
Besides its headquarters, Fortress Wealth Planning has 0 offices, with 1 listed address in 1 state.
Florida · 1 listed address
- 1400 Marsh Landing Pkwy., Suite 112, Jacksonville BeachHQ
Contact and registration details
- Legal name
- Fortress Wealth Planning, LLC
- Headquarters
- 1400 Marsh Landing Pkwy., Suite 112, Jacksonville Beach, FL 32250
- Website
- fortresswealthplanning.com
- Phone
- 904-301-4545
- @fortress-wealth-planning
- SEC file
- 801-120349
- Founded
- 2017
- Structure
- Florida LLC
- Fiscal year end
- December
Fortress Wealth Planning’s named custodian for separately managed accounts is Fidelity ($794M). Fortress Wealth Planning has custody of client assets.
The filed custodian amounts total more than regulatory assets under management. Each amount is shown as filed.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $794M100%
At year end, Fortress Wealth Planning’s separately managed accounts were mostly in funds (76%) and stocks (12%).
What the accounts hold
- Stocks12%
- Exchange-traded equities11%
- Non-exchange-traded equities1%
- Funds76%
- Registered funds74%
- Pooled vehicles2%
- Bonds5%
- State and local bonds4%
- U.S. government and agency bonds1%
- Cash7%
How many clients does Fortress Wealth Planning have?
Fortress Wealth Planning has 161 clients and manages $794 million for them, as of August 2026. They include 81 individual clients and 80 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 August 2026
What services does Fortress Wealth Planning offer?
Fortress Wealth Planning provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, business succession planning, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Fortress Wealth Planning charge?
Fortress Wealth Planning charges 0.40%–1.25% a year for its Financial Life Management Services. The fee is billed in advance and has a $7,500 annual minimum.
Which custodians does Fortress Wealth Planning use?
Fortress Wealth Planning’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $794M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 August 2026
How many financial advisors does Fortress Wealth Planning have?
Fortress Wealth Planning has 6 investment adviser representatives registered with state securities authorities, out of 7 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Wealth Planning invest in?
At the end of its last fiscal year, Fortress Wealth Planning’s separately managed accounts held 74% registered funds (mutual funds, ETFs, BDCs), 11% exchange-traded equities, 7% cash and equivalents, 4% state and local bonds, 2% pooled vehicles (private funds and similar), 1% non-exchange-traded equities and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Fortress Wealth Planning?
Fortress Wealth Planning’s direct owners are Eileen Ortega, Jay Rolfe and Michael Skowfoe, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 11 August 2026
How does Fortress Wealth Planning get paid?
Fortress Wealth Planning is paid through a percentage of assets under management 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 Wealth Planning?
Fortress Wealth Planning’s main office is at 1400 Marsh Landing Pkwy., Suite 112, Jacksonville Beach, FL 32250. Its phone number is 904-301-4545. Its website is fortresswealthplanning.com.