RIA Intel›Advisers›North Carolina›FORTITUDE FINANCIAL PLANNING LLC

FORTITUDE FINANCIAL PLANNING LLC

Advisory

NC

Data as of Feb 9, 2026 · Source: SEC Form ADV

Rank in NC
#485
of 516 advisers by AUM
Average account
$304K
across 198 accounts
AUM per adviser
$30M
2 advisers

Source: SEC Form ADV. Figures as filed Feb 9, 2026.

Total AUM
$60M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$60M
Discretionary AUM$60M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients54
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, NC, PA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NC

Closest by assets under management. All figures from Form ADV.

CHRIS C CRENSHAW FINANCIAL SERVICES, LLC
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+4.7% 1Y
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$60M
DOMINION WEALTH MANAGEMENT, LLC
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$60M
OLIN RON INVESTMENT MANAGEMENT CO
ASHEVILLE, NC
$59M
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$61M
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DIXON AND COMPANY WEALTH MANAGEMENT, LLC
WINSTON SALEM, NC
$61M

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