Market
Advisor/RIA
Member Level
Basic
Last Activity
today
General
Location
Pewaukee, WI, US
Profile Type
Buyer | Find Successor
Fee 0% Commission 100%
AUM
$32,000,000.00
Gross Revenue
$265,000.00
# of Accounts
225
Avg Client Age
50
Overview

Fortress Planning Group helps successful individuals and families design and implement comprehensive wealth plans, from basic investment advising to legacy planning. As an independent, fee-only, registered investment advisor, Fortress Planning Group principal Scott Wellens, CFP® coaches clients toward a holistic view of wealth and family stewardship—beyond simple dollars and numbers… to the bigger picture of what’s possible. I want to find a like minded firm in the Milwaukee area that is looking to sell their practice now or at a future date.

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