Advisor at Fortress Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Fortress Financial Group, LLC
Location
Rochester, MN 55901
Credentials
CFP®, Series 63, Series 65
Industry experience
7 years
Cody Schaefer is a CFP®-certified financial advisor with seven years of industry experience. He is currently with Fortress Financial Group, LLC, where he has worked since 2021. His prior experience includes roles at Mayo Clinic, Gabriel Christenson, and Northwestern Mutual. Fortress Financial Group provides wealth management, portfolio management, financial planning, and retirement-plan advice to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm manages approximately $303.7 million on a discretionary basis and constructs customized, primarily long-term portfolios using diversified mutual funds, ETFs, and other investment vehicles.
Based on Fortress Financial Group, LLC
Based on Fortress Financial Group, LLC
Financial planning fixed engagement fees range from $1,500 to $20,000; Retire and Thrive book up to $26.
$0 - $250,000: 1.25% $250,001 - $500,000: 1.10% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.80% $10,000,001 - $25,000,000: 0.65% $25,000,001+: 0.45%
Fee-only: Financial planning project-based fees range from $1,500 to $20,000 per engagement; ongoing planning fees of $1,500 to $20,000 annually.
1610 14 Th Street Nw, Suite 300
Rochester, MN 55901
Minnesota · Texas
Fortress Financial Group, LLC
2021 - Present (5 years)
Mayo Clinic
2020 - 2021 (1 year)
Gabriel Christenson
2018 - 2020 (2 years)
Northwestern Mutual
2016 - 2020 (4 years)
Student
2006 - 2017 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 66
Rochester, MN
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CFP®, Series 63, Series 65
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