Fortis Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,500⁠-⁠$50,000

“The Advisor’s financial planning and consulting services fees are negotiable but generally range from $1,500 to $50,000 on a fixed fee basis, depending upon the level and scope of the services required and the professionals rendering the services.”

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

How Fortis Advisors, LLC bills

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

• “Fees for non-affiliated private investments in both real estate and nonreal estate are charged a flat fee based on the most recent value provided by the manager and are negotiable depending on the level of due diligence required.”
• “Under certain circumstances this fee may be negotiable.”
• “Applicable fees shall continue to be payable by Client for periods following termination.”

How Fortis Advisors, LLC’s fees compare

• Its flat or project fee of $1,500-$50,000 spans the Pennsylvania median of $3,650. 94% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• 6 of the 6 other planners in Wayne that publish a flat or project fee charge less.

About Fortis Advisors, LLC

• Principal: Fortis Family
• Firm size: 5 employees.
• Registered as an adviser: 2014 (12 years).

Planning areas mentioned in the brochure

• Retirement planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

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

Charges a % of assets

Yes

Minimum

No minimum stated in brochure

Clients

79

Employees

5

Works with

Individuals, high net worth individuals, pooled investment vehicles, and other

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, selecting other advisers, newsletters and publications, and educational seminars and workshops

Assets managed

$584,315,081

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

164498

Website

linkedin.com/company/fortisfamilyoffice (opens in new tab)

Phone

(610) 313-0910

Can advise clients in 5 states: Colorado, Florida, Illinois, New Jersey, Pennsylvania

Other planners in Wayne that publish fees

• Addis & Hill, IncorporatedWayne$900, $5,000/yr
• Clovelly WealthWayne$3,000⁠-⁠$20,000
• Entrust Financial LLCWayne$350/hr, $3,500
• Green Trails Wealth LLCWayne$500⁠-⁠$10,000, $100⁠-⁠$2,000/mo
• Paradigm Money Management, LLCWayne$750⁠-⁠$6,000
• TP Investment Advisory Services, LLCWayne$250/hr, $750⁠-⁠$10,000

Compare all 12 planners in Wayne