Advisor at Fortis Wealth Management, 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
Fortis Wealth Management, LLC
Location
American Fork, UT 84003
Credentials
Series 65
Industry experience
12 years
John Thomas is a financial advisor at Fortis Wealth Management, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at Fortis Wealth Management since 2017, with prior experience at CG Advisory Services and Foxstone Financial. Outside of his advisory role, he owns a company that rents outdoor equipment and has indirect ownership interests in renewable energy businesses. Fortis Wealth Management provides discretionary portfolio management and retirement-plan consulting primarily to individuals, including high-net-worth clients, and pension and profit-sharing plan sponsors. The firm focuses on ETF-based model portfolios with an emphasis on asset allocation and fundamental analysis, offering ERISA services such as participant education and serving as a 3(38) discretionary investment manager for qualified plans.
Based on Fortis Wealth Management, LLC
1.00% annually, negotiable
12 W 100 N, Suite 201 A
American Fork, UT 84003
Utah
Fortis Wealth Management, LLC
2022 - Present (4 years)
Foxstone Financial
2022 - 2023 (1 year)
Fortis Wealth Management, LLC
2017 - Present (9 years)
CG Advisory Services
2016 - 2022 (6 years)
Total Financial Health, LLC
2003 - Present (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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 65
Lehi, UT
Tech Wealth, LLC
Series 63
Draper, UT
Affiliated Investment Advisors, Inc.
Series 63, Series 65
Draper, UT
Phibbs Financial
Series 65
Lehi, UT
Premier Choice Wealth Advisors, LLC
Series 65
Provo, UT
Ethical Capital
Series 65
Lehi, UT
C.S Wealth LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")