No hidden fees. No surprises. Just transparent pricing designed around the work being done and the value being delivered.
Advisory fees get talked about a lot. What they actually buy gets talked about less.
Here, you’re not paying for a portfolio. You’re not paying for a tax return. You’re not paying for an insurance policy.
You’re paying for coordination — investments, taxes, retirement, insurance, and legacy decisions that work together instead of pulling against each other.
You’re paying for judgment — experience applied to the decisions that matter most, including the judgment to tell you when something isn’t worth doing.
And you’re paying for clarity — knowing what matters, what doesn’t, and what to do next. That’s harder to deliver than it sounds.
AUM Tier
Kitces Graduated (2024) Blended Rate (%)
Estimated Annual Cost Range ($)
Our Fee ($)
$1,000,000
1.00%
$8,500 – $12,500
$10,000
$2,000,000
0.90%
$17,500 – $20,000
$15,000
$5,000,000
0.765%
$36,500 – $40,000
$24,000
$10,000,000
0.6325%
$63,000 – $75,000
$39,000
Most firms charge a percentage of assets and apply the same rate regardless of the complexity of the relationship or the work being done. As your wealth grows, so does their fee — automatically, without any corresponding increase in the advice you receive.
We think that’s backwards.
Our fees are structured to reflect the actual work — the coordination, the tax planning, the oversight — not simply the size of the account. As relationships grow, our fees become more efficient. You get the same attention and oversight at a lower effective rate.
If you’d like to understand exactly what working together would cost for your situation, that’s a good reason to have a conversation.
Client Success & Insurance Agent
Maddy works with clients and families on insurance planning, client service, and ongoing relationship support. As a wife and mother, she understands the challenges families face when balancing financial decisions with everyday life. Her focus is helping clients feel informed, supported, and confident throughout the planning process.
Founder and Wealth Coordinator
Tony has spent nearly 30 years working across tax, investments, insurance, and wealth management. That breadth — across disciplines most advisors spend their careers in separately — is the foundation of how Fortified Wealth thinks and works. Good ideas should produce real-world results. That’s the standard he holds every client relationship to.
