# Fortitude Financial Planning LLC

> Fortitude Financial Planning LLC is a state-registered investment advisory firm in Raleigh, NC, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 9, 2026.

- CRD: 309750
- Filed as: FORTITUDE FINANCIAL PLANNING LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Raleigh, NC
- Filing period: October 2026
- Form ADV filing dated: February 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/309750
- AdvisorCensus page: https://advisorcensus.com/firm/fortitude-financial-planning-llc-raleigh-nc-309750

## Quick answers

**How is Fortitude Financial Planning LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Fortitude Financial Planning LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Fortitude Financial Planning LLC located?**
Fortitude Financial Planning LLC's principal office is in Raleigh, NC, according to its Form ADV.

**Is Fortitude Financial Planning LLC registered with the SEC or a state?**
Fortitude Financial Planning LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 309750.

**How much does Fortitude Financial Planning LLC manage?**
Fortitude Financial Planning LLC reports $60,217,212 in regulatory assets under management in its Form ADV filing dated February 9, 2026 (100% discretionary).

**What types of clients does Fortitude Financial Planning LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (29); high net worth individuals (25).

**Does Fortitude Financial Planning LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/309750

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $60,217,212
- Discretionary: $60,217,212
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 29 | $8,106,006 |
| High net worth individuals | 25 | $52,111,206 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2020 (6 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NC, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fb.me/fortitudefinancialplanner
- fortitudefp.com
- instagram/fortitude_fp
- LinkedIn @fortitude-financial-planning

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fortitude Financial Planning LLC (CRD 309750): Form ADV filing data as of October 2026.