Travis Tracy
Fortitude Financial Planning, LLC · Raleigh, North Carolina
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.
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Specialties
Who they serve
- Tech employees
- Founders
- Physicians
- Retirees
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 |
| Assets under management | $60.2M across 198 accounts |
| Credentials | CFP · EA · JD |
| SEC registration | Investment adviser representative in FL, NC, PA, TX · CRD 6241422 |
| Exams passed | Series 65 (2017) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | fortitudefp.com |
| Profile |
How Travis's firm compares
- Ongoing planning starts at $6,000 a year, above the North Carolina median of $4,500 for fee-only firms that publish prices.
- A one-time plan starts at $1,950, in line with the North Carolina median of $1,950 for fee-only firms that publish prices.
- Fortitude Financial Planning, LLC's average account is about $304,000, from its Form ADV (assets managed divided by 198 accounts).
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Questions about Travis
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Fortitude Financial Planning, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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