Fortress Financial Group, Llc
- Regulatory AUM
- $352M
- Discretionary
- $352M
- Clients
- 330
- Avg AUM / client
- $1.1M
- Accounts
- 958
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 237 | $95.3M | 27.0% |
| High net worth individuals | 93 | $256M | 72.6% |
| Corporations and other businesses | Fewer than 5 clients | $1.1M | 0.31% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Daniel Edward Langworthy | Managing Member / Founder, Financial Advisor | Jul 2021 (5y) | 75% or more | |
| Debra Donell Pladsen | Chief Compliance Officer | Jul 2021 (5y) | Less than 5% | |
| Cody Wayne Schaefer | Registered representative | CFP | Feb 2022 (4y) | |
| Luke Melvin Kroeplin | Registered representative | Oct 2022 (4y) | ||
| Jack Thomas Zinser | Registered representative | CFP | Nov 2023 (3y) | |
| Aidan Ryan | Registered representative | CFP | May 2024 (2y) | |
| Jacob Collin Hagen Erickson | Registered representative | Sep 2024 (2y) | ||
| Joseph Nicholas | Registered representative | Jun 2026 (0y) |
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) | 06/18/2026 | 959 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $352M (100% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 18, 2026.
View current Form ADV (SEC/IAPD) ↗