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
Willow Spring, NC
Credentials
CFP®, Series 65
Industry experience
7 years
Travis Tracy is a CFP® and Series 65-registered advisor with seven years of industry experience. He is currently with Fortitude Financial Planning LLC and has previously worked at Sycamore Financial Planning, Raleigh Capital Management, and other firms. He serves as Chief Financial Officer for the Greater Durham Black Chamber of Commerce. 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, offers in-house tax preparation, and uses fee structures based on client income, net worth, and complexity rather than assets under management.
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
Willow Spring, NC
Florida · North Carolina · Pennsylvania · Texas
The Greater Durham Black Chamber of Commerce
2024 - Present (2 years)
Fortitude Tax & Accounting Services, LLC
2021 - 2023 (2 years)
Fortitude Financial Planning LLC
2020 - Present (6 years)
Sycamore Financial Planning, LLC
2018 - 2020 (2 years)
Raleigh Capital Management Inc.
2017 - 2018 (1 year)
Change Path LLC
2017 - 2017 (1 year)
Champion Sports & Entertainment
2014 - 2017 (3 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.
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