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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Northern Trust
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 10-31-2011
- Office Locations
- 1
Office Locations
About Fortress Planning Group
Fortress Planning Group is an independent, fee-only fiduciary RIA serving “family stewards” with comprehensive wealth management and financial planning. Based in the Milwaukee/Madison, WI area, the team works virtually with clients nationwide, pairing holistic planning with evidence-based portfolio construction grounded in decades of market research. The firm emphasizes collaborative coaching, clear communication, and a client-focused planning tech stack to support ongoing stewardship goals.
Reported data analysis
What the numbers show
Between February 5, 2025 and March 2, 2026, reported AUM increased 23.7%, from $279.1M to $345.3M.
Across 4 reported observations, AUM increased 87.6% between August 2, 2023 and March 2, 2026, from $184.1M to $345.3M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 5 advisory representatives and 566 clients, or 113.2 clients per representative. That equates to $610.1K in reported AUM per client.
The profile lists 1 reported office location and 14 years in operation. The source data was last updated on March 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Fortress Planning Group record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BRIAN DAVID CAYON
Investment Advisor
- CRD
- #2961137
- Ownership
- 25% but less than 50%
Kevin Robert Sandieson
Chief Compliance Officer
- CRD
- #7059408
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Catherine Marie Milligan
Analyst
- CRD
- #7884579
JAKE PERRINE
--
- CRD
- #7538971
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $345,296,879 | $382,813 |
| Non-Discretionary | $0 | -- |
| Total | $345,296,879 | $382,813 |
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Separately Managed Accounts
SMA allocation detail is available
Fortress Planning Group has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.