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- Custodian
- Betterment ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- FoundationLegacy catalyst
- Established Date
- 07-12-2022
- Office Locations
- 1
Office Locations
About Fortify Financial Group, LLC
Fortify Financial Group is a Fargo, ND-based RIA providing retirement-focused financial planning and portfolio management, helping clients plan savings/spending, Social Security timing, Medicare transitions, and withdrawal sequencing. It serves retirees and entrepreneurs/business owners and primarily implements portfolios using ETFs. Custody relationships include Schwab and Betterment; founder Kacie Schulz is principal and CCO.
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Owner & Executives
KACIE LYNN SCHULZ
Advisor, Chief Compliance Officer, Founder, Owner, PRINCIPAL
- CRD
- #6275987
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,426,307 | -- |
| Non-Discretionary | $353,000 | -- |
| Total | $16,779,307 | -- |
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Separately Managed Accounts
Total SMA Asset: $16,779,307
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,817,275,820 | 100.0% |
| Total | $1,817,275,820 | 100.0% |