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Fortitude Financial Planning LLC

Fortitude Financial Planning LLC. CRD 309750

Fortitude Financial Planning LLC logo

CRD: 309750

Fortitude Financial Planning LLC

Willow Spring, NC
9192058569
www.fortitudefp.com
$60.2M Total AUM
$60.2M Disc. AUM
-- 3Y CAGR
2 Employees
80 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
Altruist · TD Ameritrade · Truist Bank
Clients
Retail
Platforms
Radial northRidge foundation +more
Established Date
09-16-2020
Office Locations
2

Office Locations

-- Land O Lakes FL
-- Willow Spring NC

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.

Team overview

35 AVG AGE
$30.1M AVG AUM / ADVISOR
$752.7K AVG AUM / CLIENT
3.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age

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Asset Classes

Eagle optima

Client Personas

Optima Radial fusion Focus vector

Custodian

North north Beacon Timber Frontier Bridge signal

Investment Themes

Zenith glacier Bridge Catalyst capital

Investment Vehicles

Meridian

Services

Eagle foundation Insight Bridge Catalyst alpha Ridge Meridian Insight ridge Atlas Vertex eagle Matrix timber

Technology

Value ridge Fusion Summit

Owner & Executives

TRAVIS DAYNE TRACY

TRAVIS DAYNE TRACY

Chief Compliance Officer, Financial Planner, PARTNER

CRD
#6241422
Ownership
75% or more
(935) 641-1878
bridge.quantum@capitalcapital.com
in linkedin.com/in/legacy-catalyst
FERAUD DODARD CALIXTE

FERAUD DODARD CALIXTE

PARTNER

CRD
#6146010
Ownership
Less than 5%
(907) 382-8703
alpha.eagle@foundationcapital.com
in linkedin.com/in/focus-legacy

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

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

$60.2M Total SMA
Public Funds:
37.5%
Cash:
62.5%
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%

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