Joshua A. Ali

FORTRESS WEALTH PLANNING

PONTE VEDRA BEACH, FL 32082

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CRD#: 6426503

Professional summary

Joshua Anwar Ali, CFA, who also goes by Josh Ali, Joshua Ali, is a registered financial advisor currently at FORTRESS WEALTH PLANNING located in Ponte Vedra Beach, Florida.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Joshua has worked at 3 firms and has passed the SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Josh Ali | Joshua Ali

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Anwar Ali's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFA

Chartered Financial Analyst

Experience

Current

August 18, 2021 - Present

FORTRESS WEALTH PLANNING

Office #1: 814 Highway A1a N, Ste 202, Ponte Vedra Beach, FL 32082

RIA

CRD#: 307618

PONTE VEDRA BEACH, FL

Past

April 13, 2018 - June 30, 2021

HIGHTOWER ADVISORS, LLC

RIA

CRD#: 145323

Ponte Vedra Beach, FL

Past

March 3, 2015 - July 11, 2016

NEWPORT GROUP SECURITIES, INC.

CRD#: 29722

HEATHROW, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FORTRESS WEALTH PLANNING

FORTRESS WEALTH PLANNING | FORTRESS WEALTH PLANNING, LLC

CRD#: 307618 / SEC#: 801-120349

RIA

Registered Investment Advisory firm - (2/18/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(8/18/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

SIE

Date: 7/11/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/3/2015

General Securities Representative Examination

Current Firm

FORTRESS WEALTH PLANNING

FORTRESS WEALTH PLANNING | FORTRESS WEALTH PLANNING, LLC

CRD#: 307618 / SEC#: 801-120349

RIA

Registered Investment Advisory firm - (2/18/2021 Approved)

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Contact information

Main Address

814 Highway A1a N, Ste 202, Ponte Vedra Beach, FL 32082

Mailing Address

Phone number

(904) 301-4545

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FWP WRAP FEE BROCHURE (3/26/2025)

FWP ADV PART 2A AND 2B (3/26/2025)

Regulatory assets under management

Total Number of Accounts	617
AUM (Assets Under Management)	$ 615,681,673

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
05/29/2025	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Joshua A. Ali

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Anwar Ali's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORTRESS WEALTH PLANNING

HIGHTOWER ADVISORS, LLC

NEWPORT GROUP SECURITIES, INC.

Primary Firm SEC Registration

FORTRESS WEALTH PLANNING

State Registrations and Notice Filings

Exams

SIE

Date: 7/11/2016

Series 7

Date: 3/3/2015

Current Firm

FORTRESS WEALTH PLANNING

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FORTRESS WEALTH PLANNING

TRUST BUT VERIFY

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