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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Fortress Wealth Planning offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Fortress Wealth Planning charge?","answer":"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.","source":"FWP ADV PART 2A AND 2B, filed 12 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Fortress Wealth Planning use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Fortress Wealth Planning have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Fortress Wealth Planning invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Fortress Wealth Planning?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Fortress Wealth Planning get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Fortress Wealth Planning?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 11 August 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}