A complete list of active advisors currently associated with Fortitude Advisory Group L.L.C.
Warmer can help you find a great advisor at Fortitude Advisory Group L.L.C. or one who fits your needs even better.
Fortitude Advisory Group primarily serves individual investors and their retirement trusts (IRAs), while also advising corporate retirement plans, charitable organizations and small business accounts. The firm offers financial planning, advisor‑directed portfolio management, selection and oversight of third‑party money managers, company‑sponsored retirement plan consulting, and held‑away account reporting. Advisors at Fortitude tailor recommendations to clients’ goals, time horizons and risk tolerances and may manage accounts on a discretionary or non‑discretionary basis. Portfolios can be implemented directly by Financial Advisors or via third‑party portfolio strategists and portfolio managers, and the firm supports a range of approaches from strategic asset allocation and rebalancing to tactical trades, overlay services and access to alternative or illiquid investments. Compared with many multi‑team peers, Fortitude’s structure and offerings are notable: one DBA (Aperture) uses performance‑based fees for certain qualified clients (the brochure discloses only two clients currently on such arrangements), and the firm provides held‑away account services through a Pontera Solutions connection. The firm also operates multiple DBAs with recent business model changes (e.g., Wealth Innovations and AFM shifted roles in 2025) and discloses that some Financial Advisors maintain broker‑dealer or insurance registrations, which the firm addresses through disclosure and internal policies.
To learn more about the advisors currently working at Fortitude Advisory Group L.L.C., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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