Fortify Wealth, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$350/hr

“Services are offered based on an hourly fee of $250-$350 per hour.”

Flat or project fee

$2,000⁠-⁠$10,000

“Services are offered based on a flat fee of between $2,000 and $10,000.”

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

How Fortify Wealth, Inc. bills

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

• “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “Fortify Wealth’s fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “Client will be entitled to a pro rata refund for the days service was not provided in the final billing period.”

How Fortify Wealth, Inc.’s fees compare

• Its hourly rate of $250-$350 is above the Missouri median of $250. 76% of the 88 other Missouri planners that publish an hourly rate charge less.
• 8 of the 12 other planners in St. Louis that publish an hourly rate charge less.
• Its flat or project fee of $2,000-$10,000 spans the Missouri median of $3,550. 70% of the 77 other Missouri planners that publish a flat or project fee charge less.
• 9 of the 13 other planners in St. Louis that publish a flat or project fee charge less.

About Fortify Wealth, Inc.

• Firm size: 3 employees.
• Credentials named in the brochure: CFP® and ChFC®.
• Registered as an adviser: 2021 (5 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

1% a year

Clients

79

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops

Assets managed

$114,968,994

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

297433

Website

fortifywealth.com (opens in new tab)

Phone

(314) 726-0055

Can advise clients in 3 states: Missouri, Pennsylvania, Texas

Other planners in St. Louis that publish fees

• Adk Wealth Advisory GroupSt. Louis$250⁠-⁠$4,000
• Aquilant AdvisorsSt. Louis$250/hr
• Cauble & Harre Wealth Management, Inc.St. Louis$10,000/yr
• Claris Advisors, LLCSt. Louis$500⁠-⁠$5,000
• Compton Advisors, LLCSt. Louis$500/qtr
• Cratero Capital LLCSt. Louis$100⁠-⁠$500/mo, $1,200⁠-⁠$6,000/yr

Compare all 44 planners in St. Louis