FORTRESS PLANNING GROUP
SEC RegisteredWe THINK DIFFERENTLY about wealth and investing.
About the firm
Fortress Planning Group is an independent, fee-only, registered investment advisory firm founded by Scott Wellens, CFP®, based in Milwaukee, WI, working with clients virtually in all states. The firm provides comprehensive wealth management plans, including investment management and retirement planning, to help clients organize, grow and protect their assets through life's transitions. As a fee-only, fiduciary, and independent financial advisor, Scott Wellens is never paid a commission of any kind and has a legal obligation to provide unbiased and trustworthy financial advice.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive wealth management plans, including investment management and retirement planning, to help clients organize, grow and protect their assets through life's transitions.
Who they serve
Family stewards — people who feel family is the most important thing, who go to work for their family, watch over, make sacrifices for, and protect their family.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 215 | $74M |
| High Net Worth Individuals | 68 | $272M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
283 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 0.95% |
| Next $1,000,000 | 0.75% |
| Next $5,000,000 | 0.50% |
| Next $10,000,000+ | 0.25% |
Data as of March 2, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FORTRESS PLANNING GROUP has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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