Fortress Financial Group, LLC fees and pricing

Published fees

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

Flat or project fee

$1,500⁠-⁠$20,000

“Project-based financial planning engagements are offered at a fixed engagement fee ranging from $1,500 to $20,000 per engagement.”

Annual fee

$1,500⁠-⁠$20,000/yr

“Ongoing financial planning engagements are billed a fixed engagement fee of $1,500 to $20,000 annually.”

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

How Fortress Financial Group, LLC bills

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

• “Fees may be negotiable at the sole discretion of the Advisor.”
• “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
• “The balance shall be invoiced upon completion of the agreed upon deliverable[s].”

How Fortress Financial Group, LLC’s fees compare

• Its flat or project fee of $1,500-$20,000 spans the Minnesota median of $5,250. 73% of the 108 other Minnesota planners that publish a flat or project fee charge less.
• 2 of the 3 other planners in Rochester that publish a flat or project fee charge less.
• Its annual fee of $1,500-$20,000 spans the Minnesota median of $8,050. 61% of the 49 other Minnesota planners that publish an annual fee charge less.

About Fortress Financial Group, LLC

• Firm size: 10 employees.
• Credentials named in the brochure: CFP®, ChFC®, and CFA.
• Founded: 2007 (19 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

330

Employees

10

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$352,305,589

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

315329

Website

retireandthrive.net (opens in new tab)

Phone

(507) 529-1400

Can advise clients in 8 states: Arizona, Colorado, Florida, Louisiana, Minnesota, North Dakota, Texas, Wisconsin

Other planners in Rochester that publish fees

• Adviser Financial Group, IncRochester$175⁠-⁠$200/hr, $750⁠-⁠$3,000
• Mako Wealth GroupRochester$350/hr, Up to $25,000
• Strategic Asset Management LLC.Rochester$500⁠-⁠$2,500
• Superior Financial, LLCRochester$300/mo

Compare all 6 planners in Rochester