# Fortune 45, Llc.
Source: https://planprovider.pro/provider/fortune-45-llc

> 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…

Retirement Plan Advisor

Gonzales, LA

## 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/](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|

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