Fortitude Financial Planning LLC

Overview

Fortitude Financial Planning LLC is a small, independent RIA focused on comprehensive financial planning and discretionary portfolio management for individuals and families. The firm blends fee-for-service planning (hourly and fixed-fee engagements) with ongoing portfolio oversight for clients who want active, managed accounts. Business activity filings list the principal role as an accountant and show the firm runs client-facing educational programs such as seminars and workshops, indicating a consultative, education-oriented client approach rather than product-driven brokerage. Investment posture is conservative-to-moderate in structure: the firm’s assets are overwhelmingly allocated to pooled public vehicles (mutual funds/public funds), which supports a model centered on broad diversification, professional fund management and liquidity. Fortitude is not flagged as an active ESG investor, and it does not present itself as a capital allocator or pension consultant. The adviser operates as an independent, individually owned practice serving predominantly individual and family clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices