Firm
Fortitude Financial Planning, LLC
Raleigh, North Carolina
Fee-only
Fortitude Financial Planning, LLC at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 54 individual clients, 25 of them high net worth.
- Its average account is about $304,000 (assets it manages divided by its 198 accounts).
- Its ongoing planning fee starts at $6,000 a year, above the North Carolina median of $4,500.
- Its website says it's taking new clients.
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Raleigh, North Carolina |
|---|---|
| Website | fortitudefp.com |
| [email protected] | |
| Phone | (919) 205-8569 |
Fortitude Financial Planning, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $6,000 a year |
|---|---|
| One-time plan | From $1,950 |
| How it charges | Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"we charge a flat annual fee starting at $6,000" source
"Fee: $1,950 (Credit available if transitioning to the Fortitude Wealth within 30 days)." source
"we charge a flat annual fee starting at $6,000" source
"we charge a flat annual fee starting at $6,000" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Hourly · Fixed fees |
|---|---|
| Assets managed | $60 million |
| Individual clients | 29 |
| High-net-worth clients | 25 |
| Accounts managed | 198 |
| Employees | 2 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | February 9, 2026 |
| SEC record | CRD 309750 |