# Fortitude Financial Planning LLC

Fortitude Financial Planning LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/fortitude-financial-planning

## Regulatory record

- **CRD number:** 309750
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/309750

## About

Your Entire Financial Life — Simplified, Integrated, and Aligned With What Matters Most | Fortitude Financial Planning is a tax-focused, flat-fee financial planning firm for tech, healthcare, business professionals, and retirees. Serving clients in Raleigh, Tampa, and nationwide.

## Questions

### Who leads investment decisions at Fortitude Financial Planning LLC?

No named principals are publicly identified for Fortitude Financial Planning LLC. The firm is registered as an RIA, which requires a licensed advisor to oversee client accounts, but that individual's name and background have not appeared in any captured sources.

### What sectors or asset classes does Fortitude avoid?

No explicit negative screens or sector avoidances are stated in any captured source. Without a stated investment policy, it is not possible to determine which sectors the firm avoids.

## Related profiles

- [Crown Oak Advisors](https://altss.com/profile/crown-oak-advisors)
- [Union Heritage Capital](https://altss.com/profile/union-heritage-capital)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/fortitude-financial-planning-llc

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