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Private Wealth Daily
FUNDS · LAST CLOSEIVV759.18 −1.78%SPY755.72 −1.77%VOO522.67 −0.95%QQQ690.49 −3.47%VTI281.03 −0.75%IEFA96.31 −0.92%VEA50.10 −5.13%VUG382.92 −0.26%GLD355.78 −3.47%IWF125.62 +0.18%
The Lean 100 · 2026 edition
No.68
Fortress Wealth Planning logo

Fortress Wealth Planning

Jacksonville Beach, FL · Firm website

94%AUM growth, 2024 to 2026
$794MAUM in the 2026 filing
81%client growth
7people at the firm

AUM by filing

$340M2023
$410M2024
$616M2025
$794M2026

Clients by filing

692023
892024
1352025
1612026

Key people

  • Michael Skowfoe
    Michael SkowfoePartnerOwner · 5 years at the firm
    in
  • Eileen OrtegaWealth Advisor, PartnerOwner · 5 years at the firm
    in
  • Jay RolfePartnerOwner · 5 years at the firm
    in

Against the list

  • MeasureThis firmList median
  • AUM growth94%104%
  • Client growth81%43%
  • People77
  • AUM per person$113.4M$49.7M

Rank by measure

  • Official rankNo. 6894%
  • Client growthNo. 2381%
  • AUM added per personNo. 17$54.9M
  • AUM per personNo. 11$113.4M
← No. 67 Riverstone AdvisorsNo. 69 Athos Private Wealth →
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Fortress Wealth Planning: No. 68 on The Lean 100 (2026) — Private Wealth Daily