Fortified Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$16,354,039
Total clients
68
15% high-net worth
Total advisors
1
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
68
Average account size
$240,501
About
The firm provides discretionary investment management, wealth management and financial planning to individuals, high net worth clients, trusts and estates, and may advise on retirement accounts. Portfolios are typically built around exchange-traded funds but the advisor may also use individual equities, bonds, structured products, mutual funds, interval funds, private placements and other alternative investments as appropriate.
Investment decisions are guided by fundamental analysis with a generally long-term orientation, and portfolios are monitored and rebalanced as needed; the advisor may engage sub‑advisors for portions of client assets. The firm operates on a fee-based, percentage-of-assets model and maintains institutional relationships with custodians that provide technology and operational support.
What is notable about the firm relative to peers is its ownership structure and ancillary services: the principal also operates an affiliated insurance entity that sells commission-based products and an affiliated tax/accounting practice, which creates potential conflicts of interest and opportunities for integrated tax and insurance coordination. The principal holds CFP and CPA credentials and the practice is a small, single‑advisor advisory business managing roughly $16 million for about 68 clients, and clients are not required to use the affiliated insurance or tax services.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Retirement income strategy
Income planning
Concentrated stock management
College savings (529s, UTMA, etc.)
Fee options
Fixed fees for financial planning services ranging from $1,500 to $15,000
$0 - $200,000: 1.50% $200,001 - $500,000: 1.30% $500,001 - $1,000,000: 1.20% $1,000,001 - $1,500,000: 1.00% $1,500,001+: $15,000 + 0.30% on any amount over $2,000,000
Insurance commissions earned by affiliated insurance professional, separate and in addition to advisory fees
$300 per hour for financial planning services
Fee-only: Hourly fees at $300 per hour; Fixed fees range from $1,500 to $15,000; Fees may be negotiable
Main office location
Fortified Wealth
3110 Windsor Court, Suite B
Elkhart IN 46514, United States
Number of offices
1
Most active in
Fortified Wealth has reported serving >5 clients in these states in the last 12 months.
Indiana · Michigan · 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
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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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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