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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-23-2019
- Office Locations
- 3
Office Locations
About Fort Advisors INC
Fort Wealth Management (Fort Advisors Inc.) is a Texas-based RIA focused on retirees/near-retirees and entrepreneurs, providing financial planning alongside retirement income and tax planning (including navigating TCJA-related tax considerations), plus estate/legacy and insurance planning. The firm builds risk-managed, asset-allocation portfolios with an ETF-heavy implementation and commonly custodies at Schwab. Team credentials highlighted include RICP, ChFC, and MSFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Justin Lee Fort
Advisor, Chief Compliance Officer
- CRD
- #6015079
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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SAM GENE COOK
Financial Planner
- CRD
- #3119029
QUINC VERNE PEARCY
Financial Professional
- CRD
- #6328329
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $146,334,109 | $205,237 |
| Non-Discretionary | $0 | -- |
| Total | $146,334,109 | $205,237 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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