Advisor at Fortify 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
Fortify Financial Group, LLC
Location
Fargo, ND 58104
Credentials
CFP®, Series 66
Industry experience
11 years
Kacie Schulz is a CFP® professional with 11 years of industry experience, currently serving as the sole advisor at Fortify Financial Group, LLC. Her prior experience includes roles at Keystone Wealth Partners and Bank of America/Merrill Lynch. Fortify Financial Group provides advisory services to individual investors, including high-net-worth individuals, and small businesses, offering portfolio management, comprehensive financial planning, and optional tax preparation. The firm’s investment approach emphasizes long-term strategies based on modern portfolio theory, utilizing mutual funds and ETFs, and combines in-house tax preparation with financial planning and asset management.
Based on Fortify Financial Group, LLC
Based on Fortify Financial Group, LLC
$0 - $999,999: 1.00% annually (Schwab custody) $1,000,000 - $1,999,999: 0.80% annually (Schwab custody) $2,000,000+: 0.60% annually (Schwab custody) $0 - $999,999: 0.86% annually (Fortify fee) + 0.14% annually (Betterment fee) = 1.00% total (Betterment custody) $1,000,000 - $1,999,999: 0.66% annually (Fortify fee) + 0.14% annually (Betterment fee) = 0.80% total (Betterment custody) $2,000,000+: 0.46% annually (Fortify fee) + 0.14% annually (Betterment fee) = 0.60% total (Betterment custody)
$250 per hour for financial planning and consultation
Fee-only: $250 per hour for financial planning and consultation
3788 55 Th Ave S, Ste 206
Fargo, ND 58104
Minnesota · North Dakota
Fortify Financial Group, LLC
2022 - Present (4 years)
Keystone Wealth Partners
2019 - 2022 (3 years)
BANK OF AMERICA/Merrill Lynch
2013 - 2019 (6 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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.
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