Fortitude Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$60,217,212
Total clients
54
46% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
27
Average account size
$1,115,134
About
Fortitude Financial Planning LLC works with individual and high‑net‑worth clients as well as small businesses to provide comprehensive financial planning and portfolio management. Its service set includes ongoing holistic planning integrated with investment management, narrower engagements for discrete issues, hourly planning, and seasonal tax return preparation offered through a firm DBA.
The firm’s investment work is typically implemented within a Modern Portfolio Theory framework, using passive investment vehicles alongside fundamental analysis to build asset‑class exposures that match each client’s investment policy statement; investment management is offered only in conjunction with ongoing financial planning and can be managed on either a discretionary or non‑discretionary basis. Client plans are personalized around income, net worth, risk tolerance and other individual factors, and the firm monitors and reviews plans on a recurring basis.
Compared with many peers, Fortitude operates an in‑house tax preparation and accounting practice (a seasonal offering that may result in separate compensation but is optional to clients) and also conducts educational seminars and speaking engagements for groups, both of which are less common among similarly sized advisory firms. The firm also departs from the typical percentage‑of‑assets pricing model used by most advisers, instead determining ongoing fees based on client income, net worth and complexity through flat or subscription arrangements.
Client services
Expertise
Fee options
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
Main office location
Fortitude Financial Planning LLC
Willow Spring NC, United States
Number of offices
4
Most active in
Florida · North Carolina · Pennsylvania · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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