PlannerFees

Fortis Wealth Management fees and pricing

Financial planner in Boone, North Carolina. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated August 6, 2026, Fortis Wealth Management charges $250 an hour, a flat or project fee of $250⁠-⁠$1,500, a quarterly fee of $1,250, and an annual fee of $5,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“Fees charged for our business development advisory services are charged employing one of two methods: a flat fee based on an agreed-upon scope of work and product delivery, or an hourly fee based on our market-rate fee of $250 per hour.”
Flat or project fee
$250⁠-⁠$1,500
“The minimum fixed fee is generally $250 and the maximum fixed fee is generally no more than $1,500.”
Quarterly fee
$1,250/qtr
“For accounts valued between $0 - $1,000,000 a flat fee will be assed of $5,000 per year ($1,250 per quarter).”
Annual fee
$5,000/yr

From the same sentence as above.

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

How Fortis Wealth Management bills

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

  • “Fees are prorated (based on the number of days service is provided during the initial billing period) for your account opened at any time other than the beginning of the billing period.”
  • “If asset management services are commenced in the middle of the billing period, then the prorated fee for that billing period will be billed in arrears at the end of that billing period.”
  • “In the event a client does not meet the $250,000 threshold, the client and Fortis Wealth Management may offer an invoice option via Quickbooks equal to the equivalent minimum fee charged against $250,000 subject to negotiation/discounting.”

How Fortis Wealth Management’s fees compare

  • Its hourly rate of $250 is below the North Carolina median of $300. 22% of the 177 other North Carolina planners that publish an hourly rate charge less.
  • Its flat or project fee of $250-$1,500 is below the North Carolina median of $4,800. 9% of the 172 other North Carolina planners that publish a flat or project fee charge less.
  • Its annual fee of $5,000 is below the North Carolina median of $6,000. 37% of the 49 other North Carolina planners that publish an annual fee charge less.

About Fortis Wealth Management

“Asset Management Services – Fortis Wealth Management offers asset management services, which involves Fortis Wealth Management providing you with continuous and ongoing supervision over your specified accounts.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 3 employees.
  • Registered as an adviser: 2015 (11 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • College 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
Charges a % of assets
Yes
Highest asset based fee in brochure
1.5% a year
Minimum
$250,000 in assets (stated in brochure)
Clients
186
Employees
3
Works with
Individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, educational seminars and workshops, and other services
Assets managed
$79,128,394
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
268808
Website
tonywinkels.com (opens in new tab)
Phone
(888) 336-7847

Can advise clients in 7 states: California, Florida, Louisiana, North Carolina, Pennsylvania, Virginia, Washington

Other planners in North Carolina that publish fees

Compare all 428 planners in North Carolina

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.