F
Fort Eagle Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$7,500,000
Clients
38
3% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
38
HighAverage account size
$197,368
About
Fort Eagle Wealth Management serves individual and high-net-worth clients as well as charitable organizations, corporations, and other businesses. The firm provides discretionary investment management, project-based and hourly financial planning, and offers insurance products such as life insurance, long-term care insurance, and annuities through affiliated licensed insurance agents.
The adviser constructs individualized investment policy statements and manages portfolios using fundamental, technical, cyclical, and charting analysis within a Modern Portfolio Theory framework, with quarterly account reviews. It may utilize Separately Managed Accounts provided by an SEC-registered sub-adviser and executes custody and trading through Charles Schwab/TD Ameritrade programs.
The brochure discloses that the firm and its affiliated insurance agents receive commissions from insurance companies for certain product sales, a compensation source the firm acknowledges as a potential conflict and discloses to clients. Compared with many solo independent advisers, the firm’s mix of institutional client relationships, use of SMAs through a third‑party sub-adviser, and emphasis on project-based planning and client education on topics such as employee benefits optimization and business planning are relatively uncommon features.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Annuities
Life insurance needs analysis
Long-term care insurance
Disability insurance
Cash flow / budgeting
Fee options
Financial planning fixed fees ranging from $2,000 to $8,000, negotiable.
$0 - $100,000: 1.00%
Commissions received from insurance products such as life insurance, long-term care insurance, and annuities, varying by product and provider.
$300 per hour, negotiable depending on complexity.
Most active in
Fort Eagle Wealth Management has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
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