Fortitude Private Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Financial Consulting Services are offered based on an hourly fee of $300 per hour.”

Flat or project fee

$3,000⁠-⁠$10,000

“Services are offered based on a flat fee between $3,000 and $10,000.”

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

How Fortitude Private Wealth bills

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

• “The annual fee is negotiable and may be reduced for combined household accounts.”
• “The annual fee is negotiable and may be reduced for combined household accounts.”
• “If an Account is opened at any time other than the beginning of the quarter, the fees for the initial partial period will be billed in arrears along with the advance billing for the first full quarter.”

How Fortitude Private 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.
• 3 of the 8 other planners in Carmel that publish an hourly rate charge less.
• Its flat or project fee of $3,000-$10,000 spans the Indiana median of $5,000. 71% of the 84 other Indiana planners that publish a flat or project fee charge less.
• 2 of the 6 other planners in Carmel that publish a flat or project fee charge less.

About Fortitude Private Wealth

• Principal: Joshua D. Zorger
• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2014 (12 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

1.75% a year

Clients

67

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$126,474,970

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

290074

Website

linkedin.com/in/joshzorger (opens in new tab)

Phone

(317) 819-8550

Can advise clients in 3 states: Illinois, Indiana, Ohio

Other planners in Carmel that publish fees

• Catalyze Wealth ManagementCarmel$4,800⁠-⁠$15,000/yr
• Circle City Wealth Management LLCCarmel$500⁠-⁠$5,000
• Fortress Capital AdvisorsCarmel$7,500⁠-⁠$15,000/yr
• Integrated Investment Strategies,inc.Carmel$3,500/yr
• Keystone Financial Advisory, LLCCarmel$180/hr
• Kiel Investment CompanyCarmel$150/hr

Compare all 27 planners in Carmel