About Fortune 45, Llc.
<p>Fee-only advice is central to how Fortune 45, LLC works with retirement plan sponsors and individuals, with no traditional commissions or sales loads tied to its recommendations.</p> <p>Headquartered in Gonzales in the Baton Rouge metro area, Fortune 45 is a registered investment advisor that works with clients nationwide. The firm reports $0.2B in assets under management as of 2026 and runs its advisory work under a fiduciary standard.</p> <p>For employer plans, Fortune 45 provides 3(21) fiduciary services, giving plan sponsors support with investment due diligence and ongoing monitoring while the sponsor retains final decision-making authority. The firm also offers financial planning, investment advisory services, retirement planning, portfolio management, and pension consulting.</p> <p>What sets Fortune 45 apart is its focus on straightforward, easy-to-follow investment guidance paired with a fee-only structure. The firm maintains required state registrations and licenses to provide individualized advice.</p> <ul> <li>Fee-only registered investment advisor (RIA)</li> <li>3(21) fiduciary support for retirement plans</li> <li>Financial planning and retirement planning</li> <li>Portfolio management and pension consulting</li> <li>Works with clients nationwide from the Baton Rouge area</li> </ul>
Website: https://www.fortune45.com/
Office Locations
- Gonzales, LA (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $188.7M
Plans Serviced (2024)
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 |
|---|---|---|---|
| FRONTIER AIRLINES, INC. 401(K) RETIREMENT PLAN | FRONTIER AIRLINES, INC., CO | $962M | 7,716 |