Fortify Financial Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$16,779,307
Clients
79
63% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
79
Very HighAverage account size
$212,396
About
Fortify Financial Group provides ongoing portfolio management and financial planning to individuals (including high-net-worth clients) and small businesses, and it also offers optional tax preparation and philanthropic and estate-plan integration services. In addition to retirement and investment planning, the firm delivers tailored financial plans and may provide standalone tax preparation separate from investment agreements.
The firm’s investment approach draws on modern portfolio theory and typically emphasizes mutual funds and ETFs held for the long term, while also advising on individual stocks and bonds when appropriate. Fortify customizes portfolios through an initial client interview and model allocations, accommodates written client restrictions on securities or sectors, and may engage third‑party managers or sub-advisors via its platform relationships.
Compared with many peers, the firm’s packaged tax-preparation offering and explicit use of Betterment’s advisory platform alongside Schwab’s institutional services are notable operational features. These platform relationships give the firm access to custody, reporting, and practice-support tools that can assist client services while also creating potential conflicts that the firm addresses through written policies, fee‑billing arrangements via custodians, and a Code of Ethics governing personal trading and allocation practices.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
General tax planning
Wealth management
Fee options
$0 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.80% $2,000,000+: 0.60%
$250 per hour for financial planning and consultation
Main office location
Fortify Financial Group, LLC
3788 55 Th Ave S, Ste 206
Fargo ND 58104, United States
Number of offices
2
Most active in
Fortify Financial Group, LLC has reported serving >5 clients in these states in the last 12 months.
Minnesota · North Dakota
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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