Fortifi Capital, LLC fees and pricing

Financial planner in Akron, Ohio. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 31, 2026, Fortifi Capital, LLC charges $60 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Payment and refund terms, quoted from the fee section of the brochure.

“These fees are generally negotiable, and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
“Clients may terminate the agreement without penalty for a full refund of Fortifi's fees within five business days of signing the Investment Advisory Contract.”
“Clients may terminate the agreement without penalty for a full refund of Fortifi's fees within five business days of signing the Financial Planning Agreement.”

Its hourly rate of $60 is below the Ohio median of $250. None of the 219 other Ohio planners that publish an hourly rate charge less.
None of the 6 other planners in Akron that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2016 (10 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Clients: 26
Employees: 1
Works with: Individuals and businesses
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $4,849,989
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 282653
Website: client.fortificapital.com (opens in new tab)
Phone: (330) 319-5610

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.