Justin Fort
Advisor at Fort Advisors Inc
Updated today
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
Fort Advisors Inc
Location
Austin, TX 78729
Credentials
CFP®, Series 65
Industry experience
13 years
About
Justin Fort is a CFP®-certified financial advisor with 13 years of industry experience. He is the principal at Fort Advisors Inc in Austin, TX, where he has worked since 2019, and has prior experience with Corecap Advisors and Alphastar Capital Management. Additionally, he serves as a principal and agent at AMICORD LLC, a non-investment-related insurance agency. Fort Advisors serves individual and high-net-worth clients with discretionary asset management and financial planning services. The firm employs a range of investment strategies, including model portfolios managed by third-party subadvisers, and maintains oversight while meeting with clients regularly.
Client services
Based on Fort Advisors Inc
Financial planning
Portfolio management
Selection of other advisers
Private investment due diligence
Expertise
Based on Fort Advisors Inc
Private / alternative investments
Options & derivatives strategies
Real estate investing
Fee options
$500 - $20,000
0% - 2.50% annually
Up to $500 per hour
Location
7701 San Felipe Blvd., Suite 100
Austin, TX 78729
Most active in
Justin F has reported serving >5 clients in these states in the last 12 months.
Texas
Work history
Fort Advisors
2019 - Present (7 years)
Corecap Advisors
2016 - 2019 (3 years)
Fort Wealth Management
2014 - Present (12 years)
Alphastar Capital Management, LLC
2014 - 2016 (2 years)
Amicord, LLC
2009 - Present (17 years)
Fort Financial Group
2008 - Present (18 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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