Joshua Anwar Ali
Investment adviser representative at Fortress Wealth Planning
10 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$793.9MFirm assets
Are you Joshua Anwar Ali? Claim your profile
Contact this firm
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
10 years in the industry.
- Fortress Wealth PlanningJun 2021 to now
- Hightower Advisors LLCMar 2018 to Jun 2021
- Wells Fargo & CompanyJun 2016 to Mar 2018
Designations
- CFP® certification
- CFA
Exams passed
No exams in this record.
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
- 6426503
- Firm CRD
- 307618