Fortune 45, LLC.

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Client assets under management

$231,196,362

Clients

645

4% high-net-worth

Advisors

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

215

Very High

Average account size

$358,444

About

Fortune 45 provides investment management, financial planning, ongoing advisory, and retirement plan services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, and businesses. Clients may engage the firm for discretionary portfolio management, one‑time or ongoing planning and consulting, and plan-level services facilitated through third‑party recordkeepers.

The firm emphasizes ETF‑based portfolios and employs a mix of long‑ and short‑term purchase strategies informed by technical, charting, and fundamental analysis, with regular monitoring and buy/sell/hold decisions. Fortune 45 discloses the use of options, leveraged ETFs and related derivative strategies and, when appropriate to client objectives, may employ borrowing or leverage in managed accounts as part of its risk‑management framework.

Compared with many peers, Fortune 45 explicitly discloses the use of derivatives and borrowing within separately managed accounts, a practice that is relatively uncommon among supported firms, and combines that capability with retirement plan consulting via a Vestwell platform relationship. The firm manages roughly $237.7 million for about 645 clients through a three‑advisor team, pairing ETF‑focused portfolio construction with periodic trading and comprehensive planning services.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Retirement plans for business owners (SEP, solo 401k) Real estate investing Active portfolio management

Occupation focus

Founder/Business Owner Retired Self-Employed

Fee options

Fixed

Up to $5,000 for financial planning services; Flat Annual Advising/Planning Fee up to $1,000 per year

Percentage

up to 1.50% annually (negotiable)

Project-based

$500 per hour for ongoing financial advisory services

Main office location

Fortune 45, LLC.

39309 Tommy Moore Rd

Gonzales LA 70737, United States

Number of offices

Most active in

Georgia · Louisiana · Michigan · Oklahoma · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Facebook X Instagram Website 225-614-9599

Advisors at this firm

Tayler F

Series 65

Gonzales, LA

Fortune 45, LLC.

Tayler Fenton is a financial advisor at Fortune 45, LLC with one year of industry experience and holds a Series 65 designation. Prior to joining Fortune 45, Fenton's work history includes roles at Baton Rouge General, Orange Theory Fitness, and University Club Plantation. Fortune 45 serves individuals, high net worth clients, trusts, estates, charitable organizations, and businesses by providing discretionary portfolio management, financial planning, and retirement plan services. The firm’s investment approach emphasizes asset allocation primarily through ETFs, supplemented by other instruments, and includes the use of derivative instruments and borrowing within separately managed accounts.

Retirement plans for business owners (SEP, solo 401k) Real estate investing Active portfolio management Founder/Business Owner Retired Self-Employed

Victoria V

Series 65

Gonzales, LA

Fortune 45, LLC.

Victoria Varisco Lulich is a financial advisor at Fortune 45, LLC with a Series 65 designation and three years of industry experience. Her prior work includes roles at Babcock Consulting Group and the YMCA of the Capital Area. Fortune 45 serves individuals, high net worth clients, trusts, estates, charitable organizations, and businesses, offering discretionary portfolio management, financial planning, and retirement plan services. The firm’s investment approach emphasizes asset allocation primarily through ETFs, supplemented by other securities, and includes the use of derivative instruments and borrowing strategies uncommon among similar firms.

Retirement plans for business owners (SEP, solo 401k) Real estate investing Active portfolio management Founder/Business Owner Retired Self-Employed

Jesse R

Series 65

Gonzales, LA

Fortune 45, LLC.

Jesse Rodrigue is a Series 65-licensed financial advisor with Fortune 45, LLC in Gonzales, LA, where he has worked since 2014. He has 11 years of industry experience. Outside of his advisory role, he manages a podcast titled "Real Talk Money With Jesse." Fortune 45 serves individuals, high net worth clients, trusts, estates, charitable organizations, and businesses, offering discretionary portfolio management, financial planning, and retirement plan services. The firm’s investment approach emphasizes asset allocation primarily through ETFs, supplemented by other instruments, and includes the use of derivative instruments and borrowing in separately managed accounts.

Retirement plans for business owners (SEP, solo 401k) Real estate investing Active portfolio management Founder/Business Owner Retired Self-Employed

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