Atticus Lavelle
Fortitude Family Office · Scottsdale, Arizona
Atticus Lavelle is a fee-only financial advisor at Fortitude Family Office in Scottsdale, Arizona. Atticus focuses on tax planning and estate & legacy planning. Fortitude Family Office reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
Request an introduction to Atticus →
Specialties
Who they serve
- Ultra high net worth
Facts
| Firm | Fortitude Family Office |
|---|---|
| Based in | Scottsdale, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $1.27B across 971 accounts |
| SEC registration | Investment adviser representative in AZ · CRD 7537369 |
| Exams passed | Series 65 (2023) |
| Firm size | 40 employees |
| Disclosures | None reported |
| Website | www.fortitudefo.com |
Request an introduction to Atticus
Tell Atticus a little about what you're looking for. Atticus isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Atticus
Is Atticus Lavelle a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Atticus holds no broker registration, and Fortitude Family Office reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Atticus charge for financial advice?
Atticus's firm, Fortitude Family Office, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Atticus Lavelle based?
Atticus Lavelle is based in Scottsdale, Arizona.
What does Atticus specialize in?
Atticus's specialties include tax planning and estate & legacy planning. Atticus works with ultra high net worth.
Is Atticus Lavelle registered with the SEC?
Yes. Atticus Lavelle is registered as an investment adviser representative in AZ (CRD 7537369), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fortitude Family Office manage?
Fortitude Family Office reports $1.27B across 971 accounts in assets under management.
How do I contact Atticus Lavelle?
Through Atticus's website, www.fortitudefo.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Fortitude Family Office website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.