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Fortress Wealth PlanningFinancial advisor in Jacksonville Beach, FL

Fortress Wealth Planning is a financial advisor at 1400 Marsh Landing Pkwy Ste 112, Jacksonville Beach, FL 32250, ranked #16 of 161 financial advisors in Jacksonville Beach and rated 5.0 from 9 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Jacksonville Beach, FLUpdated 0 paid placements in any rankingHow we rank

Call (904) 301-4545Website ↗

Key facts

Key facts about Fortress Wealth Planning
Address1400 Marsh Landing Pkwy Ste 112, Jacksonville Beach, FL 32250Get directions
Phone(904) 301-4545
Websitefortresswealthplanning.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 9 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Jacksonville Beach and 9 towns within 25 miles: Ponte Vedra Beach, Palm Valley, Atlantic Beach, St. Johns, Jacksonville, Fruit Cove, Bellair-Meadowbrook Terrace, Fleming Island and Lakeside.

Based in Jacksonville Beach, FLView on map

Opening hours

Opening hours for Fortress Wealth Planning
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Fortress Wealth Planning

How is Fortress Wealth Planning ranked in Jacksonville Beach?

Fortress Wealth Planning is ranked #16 of 161 financial advisors in Jacksonville Beach by RFA Score, with 68 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Fortress Wealth Planning’s hours?

Fortress Wealth Planning is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Fortress Wealth Planning serve?

Serves Jacksonville Beach and 9 towns within 25 miles: Ponte Vedra Beach, Palm Valley, Atlantic Beach, St. Johns, Jacksonville, Fruit Cove, Bellair-Meadowbrook Terrace, Fleming Island and Lakeside. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Fortress Wealth Planning?

Fortress Wealth Planning has a rating of 5.0 from 9 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Fortress Wealth Planning?

Call Fortress Wealth Planning on (904) 301-4545. The business is at 1400 Marsh Landing Pkwy Ste 112, Jacksonville Beach, FL 32250. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Fortress Wealth Planning compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Fortress Wealth Planning (this business)—685.0 (9)NoNo
First Command Financial Advisor - Joey Bergman, MBA#14685.0 (10)NoNo2.6 mi
HCP Wealth Planning#15685.0 (51)YesYes13.5 mi
Arthurs Wealth Management#17675.0 (12)NoNo0.8 mi

See all 161 ranked financial advisors in Jacksonville Beach