# Travis Tracy

> Travis Tracy is a fee-only financial advisor at Fortitude Financial Planning, LLC in Raleigh, North Carolina, who holds the CFP, EA and JD credentials. Travis charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee (ongoing planning from $6,000 a year and one-time plans from $1,950) and focuses on flat-fee planning, small business owners and equity compensation.

Page: https://find.wellspent.co/advisors/travis-tracy/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Fortitude Financial Planning, LLC
- **Based in:** Raleigh, North Carolina
- **Fee model:** Flat fee or retainer; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $6,000 a year; one-time plans from $1,950
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $60.2M across 198 accounts
- **Credentials:** CFP, EA, JD
- **Specialties:** Flat-fee planning, Small business owners, Equity compensation, Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Tech employees, Founders, Physicians, Retirees
- **CRD:** 6241422 (https://adviserinfo.sec.gov/individual/summary/6241422)
- **SEC registration:** Investment adviser representative in FL, NC, PA, TX
- **Exams passed:** Series 65 (2017)
- **Firm size:** 2 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://fortitudefp.com

## Frequently asked questions

### Is Travis Tracy a fee-only financial advisor?

Yes. Travis Tracy is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Travis's firm.

### How does Travis charge for financial advice?

Travis charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee.

### How much does Travis charge?

According to Fortitude Financial Planning, LLC's website, checked October 28, 2026: ongoing planning from $6,000 a year; one-time plans from $1,950.

### Where is Travis Tracy based?

Travis Tracy is based in Raleigh, North Carolina.

### What does Travis specialize in?

Travis's specialties include flat-fee planning, small business owners, equity compensation, retirement planning, tax planning and estate & legacy planning. Travis works with tech employees, founders, physicians and retirees.

### What credentials does Travis Tracy hold?

Travis Tracy holds the CFP, EA and JD credentials.

### Is Travis Tracy registered with the SEC?

Yes. Travis Tracy is registered as an investment adviser representative in FL, NC, PA and TX (CRD 6241422), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.

### How much does Fortitude Financial Planning, LLC manage?

Fortitude Financial Planning, LLC reports $60.2M across 198 accounts in assets under management.

### How do I contact Travis Tracy?

Through Travis's website, fortitudefp.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/46085): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.fortitudefp.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.