Advisor at Fortitude Family Office
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 Family Office
Location
Scottsdale, AZ 85256
Credentials
Series 65
Industry experience
13 years
Matthew Walker is a financial advisor at Fortitude Family Office with 13 years of industry experience. He holds a Series 65 designation and has worked at Fortitude since 2021. Prior to this, he was with Tarbox Family Office, Inc. and MRA Associates, and he also owns Walker Accounting Group, an accounting and tax preparation firm based in Phoenix, AZ. Fortitude Family Office serves high-net-worth individuals, families, and related entities, providing investment management, wealth and family-office services, and tax compliance and consulting. The firm uses a client-specific investment approach that includes separate accounts, direct investments, and pooled vehicles, combining macro and micro research and coordinating with sub-advisors and outside specialists to manage complex family client structures.
Based on Fortitude Family Office
Based on Fortitude Family Office
0.15% to 1% per annum based on amount of assets under management
Hourly fees generally range from $270 to $600 per hour
Incentive fees charged by two Funds: Fortitude Private Lending, L.P. and Fortitude Real Estate Credit, L.P.
Minimum fee: Fixed fees generally range between $20,000 to $1,500,000 per annum Fee-only: Fixed fees ($20,000 to $1,500,000 per annum), hourly fees ($270 to $600 per hour), and percentage of net worth fees (details not specified)
7500 N Dobson Rd, Suite 151
Scottsdale, AZ 85256
Arizona · Texas
Fortitude Family Office
2021 - Present (5 years)
Tarbox Family Office, Inc.
2018 - 2021 (3 years)
Walker Accounting Group
2017 - Present (9 years)
MRA Associates
2013 - 2018 (5 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:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
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.
CFP®, Series 63, Series 65, Series 66
Mesa, AZ
Larson Wealth Management, LLC
CFP®, Series 63, Series 66
Scottsdale, AZ
Echelon Private Wealth LLC
Series 65
Phoenix, AZ
Betts LLC
CFP®, Series 63
Scottsdale, AZ
Musser Financial Planning, LLC
Series 63, Series 65
Phoenix, AZ
FMT Investment Advisory
Series 63, Series 65
Scottsdale, AZ
Karpinski Financial, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")