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Financial Advisor
Florida
Ponte Vedra Beach
FORTRESS WEALTH PLANNING

FORTRESS WEALTH PLANNING

Tel: 904-301-4545 814 Highway A1a N, Ste 202 Ponte Vedra Beach, Florida 32082

About FORTRESS WEALTH PLANNING

FORTRESS WEALTH PLANNING is a Ponte Vedra Beach, Florida based financial advisory firm with nearly $409,769,722 in assets under management and provides investment advisory services for 537 clients. There are currently 7 financial advisors at the firm.

General Information
Firm CRD#:

307618

Firm SEC#:

801-120349

Assets Under Management:

$409,769,722

No. of Clients:

537

No. of Advisors:

7

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Fee Structure:

A percentage of AUM, Fixed fees

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