Eileen Ortega
Investment adviser representative at Fortress Wealth Planning
19 yearsExperience
1 stateRegistered in
$793.9MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Fortress Wealth PlanningJun 2021 to now
- Hightower Advisors, LLCJan 2017 to Jun 2021
- Wells FargoSep 2007 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (FL).
Fortress Wealth Planning
Legal name: Fortress Wealth Planning, LLC
$793.9MAssets managed
161Clients
6Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2388971
- Firm CRD
- 307618