Fortitude Advisory Group L.L.C. logo

Fortitude Advisory Group L.L.C.

Updated today

Client assets under management

$466,427,758

Clients

622

0% high-net-worth

Advisors

15

of 15 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

41

Low

Average account size

$749,884

About

Fortitude Advisory Group primarily serves individual investors and their retirement trusts (IRAs), while also advising corporate retirement plans, charitable organizations and small business accounts. The firm offers financial planning, advisor‑directed portfolio management, selection and oversight of third‑party money managers, company‑sponsored retirement plan consulting, and held‑away account reporting.

Advisors at Fortitude tailor recommendations to clients’ goals, time horizons and risk tolerances and may manage accounts on a discretionary or non‑discretionary basis. Portfolios can be implemented directly by Financial Advisors or via third‑party portfolio strategists and portfolio managers, and the firm supports a range of approaches from strategic asset allocation and rebalancing to tactical trades, overlay services and access to alternative or illiquid investments.

Compared with many multi‑team peers, Fortitude’s structure and offerings are notable: one DBA (Aperture) uses performance‑based fees for certain qualified clients (the brochure discloses only two clients currently on such arrangements), and the firm provides held‑away account services through a Pontera Solutions connection. The firm also operates multiple DBAs with recent business model changes (e.g., Wealth Innovations and AFM shifted roles in 2025) and discloses that some Financial Advisors maintain broker‑dealer or insurance registrations, which the firm addresses through disclosure and internal policies.

Client services

Financial planning Portfolio management Selection of other advisers

Occupation focus

Founder/Business Owner

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Fee options

Fixed

Financial planning fees may be charged as flat dollar amounts; specific amounts not stated

Percentage

$0+: up to 2.2% per year (maximum total portfolio management fee) +: additional 0.2% per annum for SWP Large Cap Overlay strategy +: additional 0.1% per annum for SWP Equity ETF strategy

Commissions

Certain Financial Advisors are registered representatives and insurance agents who receive commissions on securities and insurance product sales

Project-based

Financial planning may be charged on an hourly basis; specific rates not stated

Performance-based

Performance-based fees charged to certain clients of DBA Aperture Advisors; percentage is negotiable; only to qualified clients under Rule 205-3

Other

Account minimum: $25,000 Fee-only: Financial planning fees charged as flat fee, percentage of assets under advisement, or hourly; vary widely, no maximum limit

Main office location

Fortitude Advisory Group L.L.C.

7195 Wagner Way, Suite 104

Gig Harbor WA 98335, United States

Number of offices

9

Most active in

Arizona · California · Florida · Georgia · Massachusetts · Missouri · New Jersey · New York · North Carolina · Oregon · Texas · Vermont · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Ronald W

Series 63

Kentfield, CA

Fortitude Advisory Group L.L.C.

Ronald Weintraub is a financial advisor with Fortitude Advisory Group L.L.C. and holds a Series 63 designation. He has 26 years of industry experience, including roles at Argentus Securities, LLC and Argentus Advisors, LLC. Outside of his advisory work, he owns a permanent and temporary employment agency and is involved in the sale of fixed insurance products. Fortitude Advisory Group primarily serves individual investors, retirement accounts, pension and profit-sharing plans, charities, and select business clients. The firm uses a combination of in-house management and third-party money managers, offering tailored investment advisory services and access to alternative investments when appropriate.

Founder/Business Owner
user avatar

Steven F

Series 63, Series 65, Series 66

Warrensburg, MO

Fortitude Advisory Group L.L.C.

Steven Farr is a financial advisor with Fortitude Advisory Group L.L.C. and holds Series 63, 65, and 66 licenses. He has 19 years of industry experience, including roles at Edward Jones since 2013 and Fortitude Advisory Group since 2021. Outside of advising, Farr is the owner of two businesses, The Passport Inc. and Raiseway. Fortitude Advisory Group serves individual investors, retirement accounts, pension and profit-sharing plans, charities, and select business clients. The firm provides tailored investment advisory services using a combination of in-house management and third-party managers, with strategies ranging from buy-and-hold to shorter-term trading and access to alternative investments when appropriate.

Founder/Business Owner
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Stacy S

Series 65

Gig Harbor, WA

Fortitude Advisory Group L.L.C.

Stacy Shields is a Series 65-licensed financial advisor at Fortitude Advisory Group L.L.C. with six years of industry experience. She has worked at Fortitude Advisory Group since 2021 and has prior experience with Dynamic Wealth Advisors, SJ Wealth Management LLC, and TRUEBLUE. Fortitude Advisory Group advises individual investors, retirement accounts, pension and profit-sharing plans, charities, and select business clients. The firm uses a combination of in-house management and outsourced solutions, offering tailored investment advisory services, alternative investments, and various trading approaches aligned with client objectives.

Founder/Business Owner
user avatar

Craig J

Series 63, Series 65

Gig Harbor, WA

Fortitude Advisory Group L.L.C.

Craig Johnsen is a financial advisor at Fortitude Advisory Group L.L.C. in Gig Harbor, WA, holding Series 63 and Series 65 licenses with 29 years of industry experience. His prior roles include positions at Argentus Advisors, LLC (Dba: Sound Wealth Partners), Private Advisory Group LLC, and RP Capital LLC. Fortitude Advisory Group serves primarily individual investors, retirement accounts, pension and profit-sharing plans, charities, and select business clients. The firm employs a combination of in-house management and outsourced manager solutions, offering tailored investment advisory services and access to alternative investments when appropriate.

Founder/Business Owner
user avatar

Scott M

CFA®

New York, NY

Fortitude Advisory Group L.L.C.

Scott Mills is a CFA® charterholder affiliated with Fortitude Advisory Group L.L.C. in New York, NY, with four years of industry experience. He previously worked at Voya Investment Management for twelve years and has been involved with the nonprofit Charity Footprints since 2017. Fortitude Advisory Group serves individual investors, retirement accounts, pension and profit-sharing plans, charities, and select business clients by providing tailored investment advisory services that combine in-house management with outsourced manager solutions and a range of trading approaches aligned with client objectives.

Founder/Business Owner
user avatar

Ryan F

Series 65

Gig Harbor, WA

Fortitude Advisory Group L.L.C.

Ryan Finnigan is a financial advisor with Fortitude Advisory Group L.L.C. in Gig Harbor, WA, holding a Series 65 designation and 13 years of industry experience. He has previously worked at Argentus Advisors, LLC (Dba: Sound Wealth Partners), Private Advisory Group LLC, and Strategic Capital Group. Fortitude Advisory Group serves individual investors, retirement accounts, pension and profit-sharing plans, charities, and select business clients. The firm combines in-house management with outsourced solutions, offering a range of investment strategies including alternative and less liquid investments, and provides tailored advisory services and financial planning.

Founder/Business Owner
user avatar

Ruben R

Series 63, Series 65

New York, NY

Fortitude Advisory Group L.L.C.

Ruben Ramirez is a financial advisor with Fortitude Advisory Group L.L.C. in New York, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Quint Capital, Eagles Coast Capital, Private Advisor Group, LPL Financial, Halen Capital, and Advisors Asset Management. Outside of his advisory work, he is co-founder and CEO of P3 Asset Management. Fortitude Advisory Group primarily serves individual investors, retirement accounts, pension and profit-sharing plans, charities, and select business clients. The firm combines in-house management with outsourced manager solutions and offers a range of investment approaches, including alternative and less liquid investments, tailored to client objectives.

Founder/Business Owner
user avatar

Christopher K

CFP®, Series 63, Series 65

Lakewood, WA

Fortitude Advisory Group L.L.C.

Christopher Kimball is a CFP®-designated financial advisor with over 32 years of industry experience. He currently works at Fortitude Advisory Group L.L.C. and has been with Money Concepts Capital Corp since 2011. Outside of finance, he is a musician who has played drums in various bands since 1973 and serves as president of the board of directors for Network Tacoma. He also teaches and coaches at Tacoma Covenant Bible Seminary and produces educational YouTube videos. Fortitude Advisory Group primarily serves individual investors, retirement accounts, pension and profit-sharing plans, charities, and select business clients. The firm provides tailored investment advisory services through a combination of in-house management and outsourced managers, offering a range of strategies including alternative investments and performance-based fee arrangements for qualified clients.

Founder/Business Owner
user avatar

Andrew F

Series 63, Series 66

Gig Harbor, WA

Fortitude Advisory Group L.L.C.

Andrew Finnigan is a financial advisor with Fortitude Advisory Group L.L.C. in Gig Harbor, WA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His work history includes roles at Quint Capital Corporation, Sound Wealth Partners, Money Concepts Capital Corp., Commonwealth Financial Network, Kitsap Bank, and LPL Financial LLC. Outside of finance, he is a managing member and co-owner of Old Loyal Films, LLC, an independent film production company, and owns Blue Mouse Theatre, a movie theater in Tacoma, WA. Fortitude Advisory Group serves individual investors, retirement accounts, pension and profit-sharing plans, charities, and select business clients. The firm offers tailored investment advisory services through a combination of in-house management and outsourced managers, employing a variety of portfolio strategies and including alternative investments when appropriate.

Founder/Business Owner
user avatar

Gregory M

Series 66

New York, NY

Fortitude Advisory Group L.L.C.

Gregory Mallia is a financial advisor with Fortitude Advisory Group L.L.C. He holds a Series 66 designation and has 10 years of industry experience. His prior roles include positions at Private Advisor Group, LLC, LPL Financial, LLC, Ameritas Investment Corp, and PRB Wealth Management. Fortitude Advisory Group primarily serves individual investors, retirement accounts, pension and profit-sharing plans, charities, and select business clients. The firm provides tailored investment advisory services through a combination of in-house management and outsourced managers, offering a range of investment options and trading approaches based on client objectives.

Founder/Business Owner
user avatar

Maia T

Series 63, Series 65

Laramie, WY

Fortitude Advisory Group L.L.C.

Maia Thomas is a financial advisor at Fortitude Advisory Group L.L.C. with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Valda Partners, Purshe Kaplan Sterling Investments, Inc., and tru Independence Asset Management, LLC DBA Valda. Fortitude Advisory Group serves individual investors, retirement accounts, pension and profit-sharing plans, charities, and select business clients. The firm uses a combination of in-house management and outsourced manager solutions, offering tailored investment advisory services and access to alternative investments when appropriate.

Founder/Business Owner
user avatar

Martin S

Series 63, Series 66

Toms River, NJ

Fortitude Advisory Group L.L.C.

Martin Saltzman is a financial advisor with Fortitude Advisory Group L.L.C. in Toms River, NJ, holding Series 63 and Series 66 designations and bringing 42 years of industry experience. He has worked at Summitalliance Advisors since 2008 and Leigh Baldwin & CO., LLC since 2006. Outside of advisory work, he has minimal involvement in fixed insurance products including term, whole, long-term care, and health insurance. Fortitude Advisory Group serves individual investors, retirement accounts, pension and profit-sharing plans, charities, and select business clients by offering tailored investment advisory services. The firm uses a combination of in-house management and outsourced solutions, incorporating alternative investments and various trading approaches to meet client objectives.

Founder/Business Owner
user avatar

Matthew S

Series 66

Plantation, FL

Fortitude Advisory Group L.L.C.

Matthew Sanes is a financial advisor with Fortitude Advisory Group L.L.C. in Plantation, FL, holding a Series 66 designation and 14 years of industry experience. He has served as managing director at Leveraged Solutions, LLC and Wealth Innovations, LLC, where he provides investment advice, financial planning, and insurance recommendations. Outside of his advisory roles, he also works as an insurance agent. Fortitude Advisory Group advises individual investors, retirement accounts, pension and profit-sharing plans, charities, and select business clients. The firm employs both in-house and outsourced portfolio management, offering a range of investment strategies including alternative and less liquid investments, and operates multiple affiliated teams with various fee structures.

Founder/Business Owner
user avatar

Jacinta E

Series 66

Gig Harbor, WA

Fortitude Advisory Group L.L.C.

Jacinta Earl is a financial advisor at Fortitude Advisory Group L.L.C. in Gig Harbor, WA, with seven years of industry experience. She holds a Series 66 designation and has previously worked at Quint Capital Corp, Commonwealth Financial Network, Kitsap Bank, and LPL Financial. Fortitude Advisory Group primarily serves individual investors, retirement accounts, pension and profit-sharing plans, charities, and select business clients. The firm offers tailored investment advisory services through a combination of in-house management and outsourced managers, and includes alternative investments and a performance-fee subgroup for qualified clients.

Founder/Business Owner
user avatar

Louis S

Series 63

Toms River, NJ

Fortitude Advisory Group L.L.C.

Louis Scatigna is a financial advisor at Fortitude Advisory Group L.L.C. with 42 years of industry experience. He holds a Series 63 designation and has worked at Summitalliance Advisors since 2008 and Leigh Baldwin & CO., LLC since 2006. In addition to his advisory work, he hosts a weekly financial and economic radio show called "The Financial Physician," speaks publicly about once a year, and is the author of a book by the same name. Fortitude Advisory Group serves individual investors, retirement accounts, pension and profit-sharing plans, charities, and select business clients with tailored investment advisory services. The firm combines in-house management and outsourced manager solutions, offering a range of investment approaches including alternative and less liquid investments.

Founder/Business Owner
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