Fortress Wealth Group fees and pricing
Financial planner in Winter Park, Florida. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, Fortress Wealth Group charges $500 an hour and a flat or project fee of $5,000-$50,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“Hourly engagements are billed at a rate of $500 per hour.”
- Flat or project fee
- $5,000-$50,000
“Fixed engagements range from $5,000 to $50,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Fortress Wealth Group bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Investment Management Services Investment advisory fees are paid monthly, in advance of each month, pursuant to the terms of the investment advisory agreement.”
- “The investment advisory fee in the first month of service is prorated from the inception date of the account[s] to the end of the first month.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
How Fortress Wealth Group’s fees compare
- Its hourly rate of $500 is above the Florida median of $288. 87% of the 372 other Florida planners that publish an hourly rate charge less.
- 9 of the 9 other planners in Winter Park that publish an hourly rate charge less.
- Its flat or project fee of $5,000-$50,000 is above the Florida median of $4,900. 96% of the 320 other Florida planners that publish a flat or project fee charge less.
- 8 of the 8 other planners in Winter Park that publish a flat or project fee charge less.
About Fortress Wealth Group
- Principal: Cole R. Linquist
- Firm size: 14 employees.
- Registered as an adviser: 2020 (6 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
- 2% a year
- Clients
- 371
- Employees
- 14
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services
- Assets managed
- $439,123,334
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 308968
- Phone
- (407) 999-8998
Can advise clients in 7 states: Florida, Georgia, North Carolina, Nebraska, New Hampshire, Tennessee, Texas
Other planners in Winter Park that publish fees
- Advus Financial Partners, LLCWinter Park$2,500-$20,000
- American Financial Advisors IncWinter Park$325/hr
- Avenues Wealth, LLCWinter Park$250/hr, $5,000
- Bloom InvestmentWinter Park$250/hr, $2,400-$9,600
- Dobson Street LLCWinter Park$250-$400/hr
- Financial Harvest Wealth AdvisorsWinter Park$10,000, $750/yr
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.