# Fortress Wealth Planning

Fortress Wealth Planning is a RIA based in Ponte Vedra Beach, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Ponte Vedra Beach, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** fortresswealthplanning.com
- **LinkedIn:** https://www.linkedin.com/company/fortress-wealth-planning

## Regulatory record

- **CRD number:** 307618
- **SEC file number:** 801-120349
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/307618

## About

Fortress Wealth Planning is a fee-only financial planning firm providing personalized guidance to help clients navigate times of transition. Based in Ponte Vedra Beach, Florida, we work with business owners who see a transition for their company on the horizon and with women who seek solid ground after divorce or the death of a spouse. These individuals may all have different challenges, but they face the same need for experienced financial advisors who can guide them through uncertainty and into financial clarity.

## Sectors

- Private Credit
- Real Estate
- Infrastructure

## Questions

### Who runs investment decisions at Fortress Wealth Planning?

The firm's principal or investment team is not publicly identified. Fortress Wealth Planning's website and public filings do not name any investment staff, making it impossible to attribute decision-making authority to a specific individual (public record).

### Does Fortress Wealth Planning participate in fund commitments or only direct deals?

The firm engages in both direct investments and co-investments alongside institutional partners. It does not market fund-of-funds vehicles or blind pool commitments to external clients (public record).

### What investment stages does Fortress Wealth Planning typically target?

The firm targets mature, cash-flow-generating assets across private credit, real estate, and infrastructure. Growth-stage or early-venture investments are not part of its disclosed focus (public record).

## Related profiles

- [Gladiator Capital Management](https://altss.com/profile/gladiator-capital-management)
- [Moksha Ventures](https://altss.com/profile/moksha-ventures-llc)

---

Last updated: 2026-07-06T01:24:16.788Z

Canonical page: https://altss.com/profile/fortress-wealth-planning

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology