Fortress Financial Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed December 19, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Financial planning fees are based on an hourly rate of $350.”

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

How Fortress Financial Management bills

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

• “Assets Under Management (AUM) Fees AUM fees are calculated based on the daily average account balance and are charged quarterly in arrears.”

How Fortress Financial Management’s fees compare

• Its hourly rate of $350 is above the Connecticut median of $300. 69% of the 103 other Connecticut planners that publish an hourly rate charge less.
• 3 of the 4 other planners in Shelton that publish an hourly rate charge less.

About Fortress Financial Management

• Firm size: 2 employees.
• Founded: 2025.

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

Employees

2

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

340068

Phone

(203) 912-1657

Other planners in Shelton that publish fees

• Bridgelight Financial Advisors, IncShelton$325/hr
• Ganim Private WealthShelton$150⁠-⁠$400/hr, $1,000⁠-⁠$50,000
• Innovative Asset Advisors GroupShelton$1,000/hr
• Rosales Wealth Group LLCShelton$2,400⁠-⁠$6,000, $100⁠-⁠$500/mo
• Sumus Financial LLCShelton$100/hr, $150/mo

Compare all 10 planners in Shelton