# Fortem Financial Group, LLC Source: https://planprovider.pro/provider/fortem-financial-group-llc > Founded in 2011, Fortem Financial Group, LLC is a fiduciary advisory firm that works with individuals, high-net-worth clients, and small-to-mid-sized corpora… Retirement Plan Advisor Palm Desert, CA ## About Fortem Financial Group, LLC

Founded in 2011, Fortem Financial Group, LLC is a fiduciary advisory firm that works with individuals, high-net-worth clients, and small-to-mid-sized corporations.

Headquartered in Palm Desert in the Coachella Valley, the firm also has an office in Mesa in the Phoenix metro area and works with clients across the U.S. Fortem Financial reports $0.5B in assets under management (2026).

Fortem Financial runs wealth management and financial planning programs that cover portfolio management and cash/credit management alongside longer-term planning. It also provides 3(38) investment management services for retirement plans as part of its work with retirement plan providers and plan fiduciaries.

One differentiator is the firm’s combination of fiduciary advice with day-to-day portfolio management and cash/credit coordination under one advisory relationship.

Website: [https://www.fortemfin.com/](https://www.fortemfin.com/) Founded: 2011 ## Office Locations - Palm Desert, CA (Headquarters) - Mesa, AZ ## Services Offered - 3(38) Investment Manager ## Client Statistics (2026) - Total Clients: 0 - Total AUM: $528.5M ## Plans Serviced (2025) Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500). | Plan|Sponsor|Assets|Participants| | PRINCIPAL EASE 401(K) PLAN|PRINCIPAL LIFE INSURANCE COMPANY, IA|$651M|161,040| | AECHELON TECHNOLOGY 401(K) PLAN|AECHELON TECHNOLOGY, INC., CA|$43M|180| | GLACIER POINT ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN|GLACIER POINT ENTERPRISE, INC., NJ|$38M|872| | WATAUGA ORTHOPAEDICS, PLC 401(K) PROFIT SHARING PLAN|WATAUGA ORTHOPAEDICS, PLC, TN|$36M|303| | PALECEK PROFIT SHARING AND 401(K) PLAN|PALECEK, CA|$26M|234| | BLACKBURN, CHILDERS & STEAGALL 401K PROFIT SHARING PLAN|BLACKBURN, CHILDERS & STEAGALL, PLC, TN|$19M|130| | VAN BEURDEN INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN|VAN BEURDEN INSURANCE SERVICES, INC., CA|$17M|59| | THOMPSON PUMP PROFIT SHARING AND 401(K) PLAN|THOMPSON PUMP AND MANUFACTURING CO., FL|$15M|114| | GOLDSTEIN AUTO GROUP 401(K) PLAN|GOLDSTEIN ENTERPRISES, INC., NY|$14M|209| | ERNIE BALL, INC. 401K PROFIT SHARING PLAN|ERNIE BALL, INC., CA|$13M|532| | NORTH FLORIDA WOMEN'S CARE, P.A. RETIREMENT PLAN|NORTH FLORIDA WOMEN'S CARE, P.A., FL|$13M|79| | THE FARBMAN GROUP 401(K) PLAN|THE FARBMAN GROUP, MI|$13M|148| | SIMCO LOGISTICS, LLC UNION EMPLOYEES' 401(K) PLAN|SIMCO LOGISTICS, LLC, NJ|$12M|182| | FRUIT CENTER, INC. 401(K) PROFIT SHARING PLAN|FRUIT CENTER, INC., MA|$12M|139| | CREATIVE RETIREMENT PLAN|CREATIVE MULTICARE, LLC, GA|$11M|750| | HOSHINO (USA), INC. RETIREMENT PLAN|HOSHINO (USA), INC., PA|$10M|93| | SIMON EYE MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST|SIMON EYE MANAGEMENT LLC, DE|$10M|195| | CREATIVE ASSET MANAGEMENT, INC. RETIREMENT PLAN|CREATIVE ASSET MANAGEMENT, INC., GA|$9M|486| | FORUM PERSONNEL INC 401(K) PROFIT SHARING PLAN & TRUST|FORUM PERSONNEL INC., NY|$7M|2,155| | SUN CITY PALM SPRINGS COMMUNIT 401(K) PROFIT SHARING PLAN & TRUST|SUN CITY PALM SPRINGS COMMUNIT, CA|$5M|169| Showing top 20 of 23 plans serviced in 2025. ## Other Retirement Plan Advisors in CA - [401(k) & 403(b) Fiduciary Advisors, Inc.](https://planprovider.pro/provider/401k-and-403b-fiduciary-advisors-inc) - San Jose, CA - [Allmerits](https://planprovider.pro/provider/allmerits) - Buena Park, CA - [Assuredpartners Investment Advisors](https://planprovider.pro/provider/assuredpartners-investment-advisors) - Tampa, FL - [Bellwether Investment Group, LLC](https://planprovider.pro/provider/bellwether-investment-group-llc) - Chattanooga, TN - [Innovative Wealth Building LLC](https://planprovider.pro/provider/innovative-wealth-building-llc) - California, MD - [Brighton Jones LLC](https://planprovider.pro/provider/brighton-jones-llc) - Seattle, WA - [Brio Financial Group](https://planprovider.pro/provider/brio-financial-group) - San Francisco, CA - [Carbon Collective Investing LLC](https://planprovider.pro/provider/carbon-collective-investing-llc) - Oakland, CA - [Commonwealth Financial Network](https://planprovider.pro/provider/commonwealth-financial-network) - Waltham, MA - [Intersect Capital LLC](https://planprovider.pro/provider/intersect-capital-llc) - San Ramon, CA [View full interactive profile on PlanProvider.Pro](https://planprovider.pro/provider/fortem-financial-group-llc) © 2026 PlanProvider.Pro