# FORTRESS PLANNING GROUP, LLC

FORTRESS PLANNING GROUP, LLC of PEWAUKEE, WI is an SEC-registered investment adviser.

## Registration

- CRD: 157900
- Type: SEC-registered investment adviser
- SEC file number: 801-127572
- Location: N17W24222 RIVERWOOD DR., SUITE 145, PEWAUKEE, WI, 53188
- Phone: 262-264-5838
- Latest filing: 2026-03-02
- Regulatory AUM: $345.3M
- Discretionary AUM: $345.3M
- Clients: 6
- Accounts: 902

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Brian David Cayon | MEMBER | — |
| Scott William Wellens | MANAGING MEMBER | — |
| Kevin Robert Sandieson | CHIEF COMPLIANCE OFFICER | — |
| WELLENS SCOTT WILLIAM | MANAGING MEMBER | — |
| Sandieson Kevin Robert | CHIEF COMPLIANCE OFFICER | — |
| CAYON BRIAN DAVID | MEMBER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| MADISON | WI | 2 | 608-400-6009 |
| MADISON | WI | 2 | 608-400-6009 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/157900/brochure
- Similar advisers: https://search.stillhousedata.com/firm/157900/similar
- Related entities: https://search.stillhousedata.com/firm/157900/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/157900

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.