Daniel Langworthy is a registered investment advisor at Fortress Financial Group, LLC, based in Scottsdale, AZ, with 35 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 330 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.10% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.65% |
| $25M+ | 0.45% |
Fees may be negotiable at the sole discretion of the Advisor. Certain Clients may have a fixed rate schedule. The Client’s fees will take into consideration the aggregate assets under management with the Advisor.
Fee Estimator
Location
17200 N Perimeter Dr, Suite 102, Scottsdale, AZ, 85255
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Daniel is a managing partner and partial owner of Langworthy Real Estate Group, LLC, acting as a landlord. He spends a few hours per week on bill paying and general property management.
Employment History
Current Registrations
Fortress Financial Group, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Norwest Investment Services, INC.Broker
Miller, Johnson & Kuehn, IncorporatedBroker
Lutheran Brotherhood Securities CORP.Broker
Integrated Resources Equity CorporationBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.