Geoffrey Tran
Fortitude Family Office · Scottsdale, Arizona
Geoffrey Tran is a fee-only financial advisor at Fortitude Family Office in Scottsdale, Arizona, who holds the PFS credential. Geoffrey 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.
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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 |
| Credentials | PFS |
| SEC registration | Investment adviser representative in AZ, TX · CRD 5748874 |
| Exams passed | Series 65 (2010) |
| Firm size | 40 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.fortitudefo.com |
| Profile |
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Questions about Geoffrey
Is Geoffrey Tran a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Geoffrey 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 Geoffrey charge for financial advice?
Geoffrey'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 Geoffrey Tran based?
Geoffrey Tran is based in Scottsdale, Arizona.
What does Geoffrey specialize in?
Geoffrey's specialties include tax planning and estate & legacy planning. Geoffrey works with ultra high net worth.
What credentials does Geoffrey Tran hold?
Geoffrey Tran holds the PFS credential.
Is Geoffrey Tran registered with the SEC?
Yes. Geoffrey Tran is registered as an investment adviser representative in AZ and TX (CRD 5748874), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Fortitude Family Office manage?
Fortitude Family Office reports $1.27B across 971 accounts in assets under management.
How do I contact Geoffrey Tran?
Through Geoffrey'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.
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