Fortress Planning Group, Llc
- Regulatory AUM
- $345M
- Discretionary
- $345M
- Clients
- 283
- Avg AUM / client
- $1.2M
- Accounts
- 902
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 215 | $73.6M | 21.3% |
| High net worth individuals | 68 | $272M | 78.7% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Scott William Wellens | Managing Member | CFP | May 2011 (15y) | 25% – 50% |
| Kevin Robert Sandieson | Chief Compliance Officer | Jan 2019 (8y) | 25% – 50% | |
| Brian David Cayon | Member | CFA | Feb 2022 (4y) | 25% – 50% |
| Catherine Marie Milligan | Registered representative | Jun 2024 (2y) | ||
| Jake Perrine | Registered representative | Nov 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/02/2026 | 905 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 02, 2026.
View current Form ADV (SEC/IAPD) ↗