Fortify Financial Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$16,779,307
Total clients
79
63% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
79
Average account size
$212,396
About
Fortify Financial Group, LLC is a single-advisor independent registered investment adviser that provides ongoing portfolio management, financial planning, and optional tax preparation to individuals (including high‑net‑worth clients) and small businesses. The firm manages roughly $16.8 million across about 79 client relationships and offers both standalone planning engagements and ongoing asset management.
The firm’s investment process is grounded in modern portfolio theory and generally favors long‑term holdings, primarily using mutual funds and ETFs while avoiding day trading, options, margin, and block trading. Fortify tailors model allocations to individual goals, risk tolerance, and time horizon and may use third‑party managers or the platforms of Betterment Advisor Services and Charles Schwab to implement client portfolios.
Noteworthy operational features include offering tax‑preparation as an opt‑in service independent of planning or management agreements and operating as a solo advisor with two offices despite its small staff size. Fortify also uses both Betterment’s wrap platform and Schwab custody, which shapes how portfolios are serviced and how advisory fees and third‑party platform services are administered.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
General retirement planning
General tax planning
Fee options
$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
Main office location
Fortify Financial Group, LLC
3788 55 Th Ave S, Ste 206
Fargo ND 58104, United States
Number of offices
2
Most active in
Fortify Financial Group, LLC has reported serving >5 clients in these states in the last 12 months.
Minnesota · North Dakota
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
Quick links
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