FORTUNE FINANCIAL GROUP, INC.
SEC RegisteredGreat Financial Planning Changes Lives & Creates Financial Peace of Mind
About the firm
Fortune Financial Group is an independent, fiduciary financial planning firm led by Certified Financial Planners. The firm focuses on clients' needs first, offering planning, education, perspective, and coaching through all market conditions. Their planners hold CFP® and CDFA® designations and serve a broad range of individuals including professionals, business owners, and military personnel.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, investment advising, retirement planning, tax-efficient strategies, alternative investments, divorce financial analysis (CDFA®), budgeting guidance, college savings, and financial education and coaching.
Who they serve
Ambitious professionals, business owners, individuals seeking retirement planning, and military servicemen and women seeking retirement and money management education.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 124 | $33M |
| High Net Worth Individuals | 50 | $108M |
| 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 |
5 total clients reported on Form ADV.
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $100,000-$250,000 | 1.25% |
| $250,001-$1,000,000 | 1.00% |
| $1,000,001-$2,500,000 | 0.75% |
| Greater than $2,500,000 | 0.50% |
Data as of February 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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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 GROUP, INC. 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.