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FORTRESS PLANNING GROUP

PEWAUKEE, WI · CRD 157900 · IAPD ↗ · bestinwealth.com · 262-264-5838

$345.3MRegulatory AUM
5Advisory reps
6Employees
283Clients
251-500Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — FORTRESS PLANNING GROUP grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
61
March 2025 — FORTRESS PLANNING GROUP reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
25
April 2024 — FORTRESS PLANNING GROUP changed its website from fortressplanninggroup.com to bestinwealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
42
April 2024 — FORTRESS PLANNING GROUP notice-filed in KY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.