Firm
Fortitude Wealth Management
Murfreesboro, Tennessee
Fee-only
Fortitude Wealth Management at a glance
- One of 180 fee-only firms based in Tennessee in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 134 individual clients.
- Its average account is about $173,000 (assets it manages divided by its 649 accounts).
Fee-only advisors in Tennessee · What fee-only advisors charge in Tennessee
Facts
| Based in | Murfreesboro, Tennessee |
|---|---|
| Website | jasonquallscfp.com |
| Phone | (615) 878-2134 |
Fortitude Wealth Management fees
Fortitude Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $113 million |
| Individual clients | 134 |
| Accounts managed | 649 |
| Employees | 1 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-134386) |
| Financial planning | Offered |
| Form ADV filed | July 14, 2026 |
| SEC record | CRD 159192 |