Fortress Wealth Group logo

Fortress Wealth Group

Updated today

Client assets under management

$430,903,927

Clients

371

29% high-net worth

Advisors

6

of 14 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

62

Typical

Average account size

$1,161,466

About

Fortress Wealth Group advises individuals, high‑net‑worth clients, corporations and charitable organizations, offering discretionary investment management, financial planning (including standalone tax planning) and retirement plan advisory services. The firm also provides consulting to brokerage customers of Mutual Securities, may introduce clients to non‑purpose loan programs, and implements client accounts through platforms such as Betterment Institutional.

Fortress builds customized, primarily long‑term portfolios using ETFs, mutual funds, individual equities and, where appropriate, bonds, REITs, alternative investments and options, and employs both fundamental and technical analysis in its research. The firm may allocate client assets to unaffiliated Independent Managers or engage sub‑advisors and uses Betterment Institutional for discretionary implementation and automated rebalancing on eligible accounts.

Noteworthy distinctions include related‑party activities: Fortress is affiliated with FWG Capital and FWG Investment Management, which sponsor and advise a pooled investment vehicle the firm may recommend to clients (with disclosure and fee‑offset practices described in the brochure). The firm also operates as a licensed insurance agency that may receive commissions, discloses use of derivatives and margin and the potential recommendation of non‑purpose lending, and maintains institutional relationships with major custodians that provide platform services and economic benefits to the firm.

Client services

Financial planning Portfolio management Selection of other advisers Consulting services

Expertise

Options & derivatives strategies Concentrated stock management Real estate investing Tax-loss harvesting

Fee options

Fixed

Financial planning fixed fees range from $5,000 to $50,000.

Percentage

0.75% to 2.00% annually (based on complexity, asset level, and relationship)

Commissions

Advisor receives commission-based compensation from insurance products through affiliated or unaffiliated insurance agencies.

Project-based

$500 per hour for standalone financial planning services.

Other

Account minimum: $500,000 Fee-only: Investment management fees based on assets under management; no commissions received by advisor.

Main office location

Fortress Wealth Group

1099 W Morse Blvd

Winter Park FL 32789, United States

Number of offices

1

Most active in

Florida · Georgia · Nebraska · New Hampshire · North Carolina · Tennessee · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Cory C

Series 65

Winter Park, FL

Fortress Wealth Group

Cory Churchill is a financial advisor at Fortress Wealth Group with five years of industry experience. He holds a Series 65 designation and has previously worked at The LifeWealth Group, AE Wealth Management, and Ruggie Wealth Management. Outside of finance, he was involved with Diversity Fitness for several years. Fortress Wealth Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, corporations, and charitable organizations. The firm employs a long-term investment approach that combines fundamental and technical analysis to build diversified portfolios using various asset classes and also offers consulting services to brokerage customers.

Options & derivatives strategies Concentrated stock management Real estate investing Tax-loss harvesting
user avatar

Cole L

CFP®, Series 66

Winter Park, FL

Fortress Wealth Group

Cole Linquist is a CFP® and holds a Series 66 license with 11 years of industry experience. He has been with Fortress Wealth Group since 2020 and previously worked at Ameriprise Financial Services from 2014 to 2020. Linquist is also involved in insurance sales, dedicating approximately 10% of his time to this activity. Fortress Wealth Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, corporations, and charitable organizations. The firm employs a long-term investment approach that combines fundamental and technical analysis to build diversified portfolios, implementing strategies both directly and through independent managers and automated platforms.

Options & derivatives strategies Concentrated stock management Real estate investing Tax-loss harvesting
user avatar

Timothy S

ChFC®, Series 63, Series 66

Winter Park, FL

Fortress Wealth Group

Timothy Smisek is a financial advisor with Fortress Wealth Group, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 24 years of industry experience, including six years at Moors & Cabot, Inc. before joining Fortress Wealth Group in 2021. Fortress Wealth Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, corporations, and charitable organizations. The firm employs a long-term investment approach combining fundamental and technical analysis to build diversified portfolios, implementing strategies both directly and through unaffiliated managers and automated platforms.

Options & derivatives strategies Concentrated stock management Real estate investing Tax-loss harvesting
user avatar

Justin I

Series 65

Winter Park, FL

Fortress Wealth Group

Justin Isenhour is a financial advisor at Fortress Wealth Group in Winter Park, FL, holding a Series 65 designation with one year of industry experience. His prior work includes roles at PFM Financial Advisors LLC, Evershore Financial Group, and three years at Orange Tree Golf Club. Fortress Wealth Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, corporations, and charitable organizations. The firm uses a long-term investment approach combining fundamental and technical analysis to build diversified portfolios and employs both direct management and third-party sub-advisors.

Options & derivatives strategies Concentrated stock management Real estate investing Tax-loss harvesting
user avatar

John L

CFP®, Series 63, Series 65

Winter Park, FL

Fortress Wealth Group

John Ledford is a CFP® with 28 years of industry experience, currently serving as an advisor at Fortress Wealth Group since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2014 to 2020. Outside of his advisory role, Ledford is involved in producing and directing films through Celebrity Press Publishing. Fortress Wealth Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, corporations, and charitable organizations. The firm employs a long-term investment approach combining fundamental and technical analysis to build diversified portfolios, implementing strategies through various platforms and external managers.

Options & derivatives strategies Concentrated stock management Real estate investing Tax-loss harvesting
user avatar

Bradley L

Series 66

Winter Park, FL

Fortress Wealth Group

Bradley Ledford is a financial advisor at Fortress Wealth Group with nine years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise Financial Services and Pressure Free Services. Outside of his advisory role, he manages a farm and property in Winter Springs, Florida. Fortress Wealth Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, corporations, and charitable organizations. The firm uses a long-term investment approach that combines fundamental and technical analysis to build diversified portfolios across various asset classes, implementing strategies both directly and through independent managers.

Options & derivatives strategies Concentrated stock management Real estate investing Tax-loss harvesting
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