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Dalton Richard Mcilrath

Fortress Wealth Planning

Jacksonville Beach, FL

CRD 7863773

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Employer firm

Fortress Wealth Planning CRD 307618

$794M regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Fortress Wealth Planning

1400 Marsh Landing Pkwy., Suite 112, Jacksonville Beach, FL 32250 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-03-29
  • FL RA
    APPROVED
    Since 2024-03-29

Branch Locations

1400 Marsh Landing Pkwy., Suite 112, Jacksonville Beach, FL 32250 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fortress Wealth Planning Ponte Vedra Beach FL 01/2024 Present
Mcilrath & Eck Arlington WA 06/2020 01/2024
Mcilrath Properties 1, Llc Arlington WA 06/2018 08/2018
Full-Time Student Ellensburg WA 08/2016 06/2020
Action Cleaning Services, Llc Bellingham WA 03/2018 05/2018
Cwu Custodial Services Ellensburg WA 09/2018 11/2018
Ward Rugh, Inc. Ellensburg WA 11/2018 03/2019
  • 01/2024 → Present
    Fortress Wealth Planning
    Ponte Vedra Beach, FL
  • 06/2020 → 01/2024
    Mcilrath & Eck
    Arlington, WA
  • 06/2018 → 08/2018
    Mcilrath Properties 1, Llc
    Arlington, WA
  • 08/2016 → 06/2020
    Full-Time Student
    Ellensburg, WA
  • 03/2018 → 05/2018
    Action Cleaning Services, Llc
    Bellingham, WA
  • 09/2018 → 11/2018
    Cwu Custodial Services
    Ellensburg, WA
  • 11/2018 → 03/2019
    Ward Rugh, Inc.
    Ellensburg, WA
Designations
  • Certified Financial Planner

View on SEC IAPD

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