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- Custodian
- Altruist · TD Ameritrade · Truist Bank
- Clients
- Retail
- Platforms
- Radial northRidge foundation +more
- Established Date
- 09-16-2020
- Office Locations
- 2
Office Locations
About Fortitude Financial Planning LLC
Fortitude Financial Planning is a fee-only, flat-fee RIA with offices in Raleigh, NC and Tampa, FL serving clients nationwide. The firm provides integrated financial planning, investment management, and tax preparation for tech professionals, business owners, healthcare professionals, and retirees. Portfolios are implemented primarily with public funds, with tax work included alongside planning and investing under one flat-fee relationship.
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Owner & Executives
TRAVIS DAYNE TRACY
Chief Compliance Officer, Financial Planner, PARTNER
- CRD
- #6241422
- Ownership
- 75% or more
FERAUD DODARD CALIXTE
PARTNER
- CRD
- #6146010
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $60,217,212 | -- |
| Non-Discretionary | $0 | -- |
| Total | $60,217,212 | -- |
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Separately Managed Accounts
Total SMA Asset: $60,217,212
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,452,766,913 | 37.5% |
| Cash | $2,421,278,187 | 62.5% |
| Total | $3,874,045,100 | 100.0% |