Fortress Planning Group

Fortress Planning Group, LLC, a registered investment advisor based in Pewaukee, WI, has been providing wealth management services since 2011. The firm's team includes Scott Wellens, CFP®, Kevin Sandieson, and Brian Cayon, CFA® CPA. As a fiduciary, the firm operates under a special rule to act in clients' best interests. They focus on a consultative wealth management approach, using a four-step process to develop personalized investment plans. The firm primarily recommends mutual funds and ETFs, with a fee structure based on assets under management. Fees are calculated quarterly and are negotiable. Fortress Planning Group does not accept commissions or finder's fees and does not participate in performance-based fees or side-by-side management. The firm's investment strategies are based on Nobel Prize-winning research and Modern Portfolio Theory, aiming to provide diversified portfolios tailored to clients' risk tolerance and objectives. Clients are informed about potential conflicts of interest related to custodial relationships and are provided with quarterly statements and fee invoices. The firm does not vote on client securities proxies and does not have any financial conditions that could impair its ability to meet client commitments.