Fortress Financial Solutions, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$350/hr

“Rate Fortress Financial Solutions’ Hourly Rate for business and consulting services ranges from $100 to $350 per hour depending on the complexity, difficulty, time, and personnel required to complete said work.”

Flat or project fee

$1,200

“The minimum fee to create a Focused Financial Plan is $1,200.”

Annual fee

$1,200/yr

“The minimum annual fee for Focused Financial Planning is $1,200.”

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

How Fortress Financial Solutions, LLC bills

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

• “You will receive an invoice for a monthly, quarterly, or non-recurring service.”
• “For billing according to the Investments Under Management Fee Schedule, your invoice will include the formula used to calculate the fee, amount of assets under management, and time period covered by the fee.”
• “Work at the Hourly Rate is billed in ten-minute increments.”

How Fortress Financial Solutions, LLC’s fees compare

• Its hourly rate of $100-$350 spans the Arizona median of $275. 28% of the 195 other Arizona planners that publish an hourly rate charge less.
• 8 of the 16 other planners in Tucson that publish an hourly rate charge less.
• Its flat or project fee of $1,200 is below the Arizona median of $3,100. 14% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 1 of the 13 other planners in Tucson that publish a flat or project fee charge less.
• Its annual fee of $1,200 is below the Arizona median of $10,000. 5% of the 43 other Arizona planners that publish an annual fee charge less.
• None of the 4 other planners in Tucson that publish an annual fee charge less.

About Fortress Financial Solutions, LLC

• Firm size: 10 employees.
• Founded: 2000 (26 years).

Planning areas mentioned in the brochure

• Tax planning
• Estate planning
• Business owners
• Charitable giving

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

Minimum

$500 minimum fee (stated in brochure)

Clients

278

Employees

10

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$142,011,990

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

143969

Website

x.com/fortresscompany (opens in new tab)

Phone

(520) 751-8600

Can advise clients in 9 states: Arizona, California, Florida, Maryland, North Carolina, New Hampshire, New York, Texas, Virginia

Other planners in Tucson that publish fees

• Adam AdvisoryTucson$3,000
• Aio Financial, LLCTucson$750/qtr, $3,000/yr
• Becker Financial ServicesTucson$150/hr
• Cambridge Financial Group, LLCTucson$3,500⁠-⁠$71,000/yr
• Capital West Partners, LLCTucson$150/hr
• Elion Financial, LLCTucson$1,500, $3,000⁠-⁠$50,000/yr

Compare all 45 planners in Tucson