Advisor at Fortitude Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Fortitude Financial Planning LLC
Location
Land O Lakes, FL
Credentials
CFP®, Series 66
Industry experience
12 years
Feraud Calixte is a CFP® and holds a Series 66 license, currently serving at Fortitude Financial Planning LLC with 12 years of industry experience. His prior roles include positions at Modera Wealth Management, District No. 3, and Vantage Pointe Planning. Fortitude Financial Planning LLC provides comprehensive financial planning and portfolio management to individual, high-net-worth clients, and small businesses. The firm integrates Modern Portfolio Theory with fundamental analysis and offers personalized plans along with in-house tax preparation and educational seminars.
Based on Fortitude Financial Planning LLC
Based on Fortitude Financial Planning LLC
Momentum fixed fee of $1,950 (paid in three installments of $650 each); Educational seminars fees range from $0 to $5,000
$450 per hour for hourly financial planning services
Fee-only: Hourly financial planning at $450 per hour, negotiable in some cases
Land O Lakes, FL
Florida · North Carolina · Pennsylvania · Texas
Modera Wealth Management, LLC
2023 - Present (3 years)
District No. 3
2021 - 2023 (2 years)
Vantage Pointe Planning
2020 - 2023 (3 years)
Triad Financial Advisors, Inc.
2018 - 2020 (2 years)
TDAmeritrade
2017 - 2018 (1 year)
PNC investments
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
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Series 63, Series 65
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Carter Ridge Strategic Advisors
Series 63, Series 66
New Port Richey, FL
1st Financial LLC
Series 65
Land O Lakes, FL
Alitus Financial Services
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