Fortified Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Hourly fees are $300 per hour.”

Flat or project fee

$1,500⁠-⁠$15,000

“Fixed fees range from $1,500 to $15,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Fortified Wealth bills

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

• “Fees for Advisory Services Wealth Management Services Wealth management fees are paid in arrears of each calendar month pursuant to the terms of the wealth management agreement.”
• “Fees may be negotiable at the sole discretion of the Advisor.”
• “The fee will be disclosed to the Client in the Investment Advisory Agreement and are negotiable.”

How Fortified Wealth’s fees compare

• Its hourly rate of $300 is above the Indiana median of $250. 61% of the 119 other Indiana planners that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$15,000 spans the Indiana median of $5,000. 82% of the 84 other Indiana planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Elkhart that publish a flat or project fee charge less.

About Fortified Wealth

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2024 (2 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Clients

59

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$16,603,473

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

332137

Website

fortifiedwealth.com (opens in new tab)

Phone

(800) 737-5307

Can advise clients in 2 states: Indiana, Michigan

Other planners in Elkhart that publish fees

• Relevant Financial Advisors LLCElkhart$5,000, $3,500/yr
• Vitality Wealth PlanningElkhart$400/hr, $2,400⁠-⁠$12,000
• Abound Wealth StrategiesIndianapolis$720⁠-⁠$25,000
• Above & Beyond Investments, LLCBloomington$250/hr, $250⁠-⁠$2,500
• Afp Group, LLCPlainfield$150/hr, $2,000
• Allstreet WealthWestfield$750/hr

Compare all 3 planners in Elkhart