Eileen
Ortega
Fortress Wealth Planning
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About this Advisor
Eileen Ortega is a financial advisor based in Ponte Vedra Beach, Florida, working with Fortress Wealth Planning. Eileen has previously held positions at Hightower Advisors, LLC, Wells Fargo, and Fortress Wealth Planning. Eileen has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Eileen is part of Fortress Wealth Planning, which operates out of Ponte Vedra Beach, Florida. The firm has 7 employees and manages assets totaling $409.8 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Fortress Wealth Planning includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fortress Wealth Planning Brokerage Details
$409,769,722
7
537
$763,072
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Eileen Ortega Work History
Fortress Wealth Planning
Hightower Advisors, LLC
Wells Fargo
Disclosures
Please visit the SEC profile of Eileen Ortega to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fortress Wealth Planning
Ponte Vedra Beach, FL
Ponte Vedra Beach, FL
Ponte Vedra Beach, FL
Ponte Vedra Beach, FL
Ponte Vedra Beach, FL
Ponte Vedra Beach, FL
Ponte Vedra Beach, FL
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