Fortress Wealth Planning, Llc
- Regulatory AUM
- $794M
- Discretionary
- $784M
- Clients
- 161
- Avg AUM / client
- $4.9M
- Accounts
- 713
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Mar 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 81 | $36.1M | 4.54% |
| High net worth individuals | 80 | $758M | 95.5% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Eileen Ortega | Partner | Jan 2017 (10y) | 25% – 50% | |
| Jim Martyn Williams | Partner | CFA | Jan 2017 (10y) | 25% – 50% |
| Jay Duncan Rolfe | Partner And Cco | Jan 2017 (10y) | 10% – 25% | |
| Michael Gerard Skowfoe | Partner | Jan 2017 (10y) | 25% – 50% | |
| Joshua Anwar Ali | Registered representative | CFP CFA | Aug 2021 (5y) | |
| Dalton Richard Mc Ilrath | Registered representative | CFP | Mar 2024 (2y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/12/2026 | 899 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $794M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 12, 2026.
View current Form ADV (SEC/IAPD) ↗