Fortunate

Location not listed. Legal name: Fortunate LLC

1 advisorFee-only

Call (801) 376-2643Search this firm’s advisors

About the firm

A registered investment advisory firm. Services include choosing other investment managers.

How they work

How they’re paid ?Other fees

Typical client size ?Not stated

Assets under management ?Not stated

Individual clients319

Median years of experience17

FoundedNot stated

Services

Choosing other investment managers

Advisors at Fortunate

1Advisors

17Median years of experience

1States with offices

–Offices

Near me 10+ years 20+ years CFP®?Fiduciary?Fee-only?Financial planning?Retirement plans?

1 advisor · Fortunate

List Map

NearestMost experienced Name

Fortunate

17yrs

Devin Henderson

Financial advisor

Midway, UT

More experience than 63% of advisors in Utah

FiduciaryFee-only firm

Call Directions

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Also known as

Fortunate LLC

About Fortunate

How do I contact Fortunate?

Call the main office at (801) 376-2643. The main office is at , .

How is Fortunate paid?

The firm reports being paid by other fees. Ask for your total yearly cost in dollars.

What services does Fortunate offer?

Choosing other investment managers.

How many advisors work at Fortunate?

We list 1 advisor currently registered with the firm.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.