Fortress Capital Advisors fees and pricing
Financial planner in Carmel, Indiana. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 29, 2026, Fortress Capital Advisors charges an annual fee of $7,500-$15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 29, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $7,500-$15,000/yr
“Annual Fee Range: $7,500 to $15,000, depending on the complexity of the client’s financial situation.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Fortress Capital Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our published fees are negotiable, and we may waive or discount our fees for our associates and their family members.”
- “Fees are to be paid to our firm by check or draft from US-based financial institutions.”
- “1 We do not retain debit/credit card data.”
How Fortress Capital Advisors’ fees compare
- Its annual fee of $7,500-$15,000 is above the Indiana median of $5,000. 78% of the 36 other Indiana planners that publish an annual fee charge less.
- 4 of the 5 other planners in Carmel that publish an annual fee charge less.
About Fortress Capital Advisors
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2022 (4 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
- Minimum
- $750,000 in assets (stated in brochure)
- Clients
- 18
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and educational seminars and workshops
- Assets managed
- $14,384,119
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 323182
- Phone
- (317) 210-3727
Other planners in Carmel that publish fees
- Catalyze Wealth ManagementCarmel$4,800-$15,000/yr
- Circle City Wealth Management LLCCarmel$500-$5,000
- Fortitude Private WealthCarmel$300/hr, $3,000-$10,000
- Integrated Investment Strategies,inc.Carmel$3,500/yr
- Keystone Financial Advisory, LLCCarmel$180/hr
- Kiel Investment CompanyCarmel$150/hr
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.