FORTUNE FINANCIAL ADVISORS, LLC
SEC RegisteredDiscover the Difference in Financial Excellence
About the firm
At Fortune Financial Advisors, we are dedicated to empowering your financial future through tailored strategies and expert guidance. Our comprehensive services equip you with the knowledge and tools you need to make confident, informed decisions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Federal Employee Retirement, Comprehensive Wealth Management, Retirement Planning, Healthcare Costs, Social Security Planning, Net Unrealized Appreciation (NUA), Find Old/Lost/Unclaimed 401k Plan, Aging Parent Issues, Life Planning
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 122 | $36M |
| High Net Worth Individuals | 84 | $225M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 to $100,000 | 2.00% |
| $100,001 to $250,000 | 1.75% |
| $250,000 to $1,000,000 | 1.50% |
| $1,000,001 and over | 1.25% |
Data as of March 18, 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. FORTUNE FINANCIAL ADVISORS, LLC 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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