Feraud Calixte
Feraud Calixte is a CFP-designated registered investment advisor at Fortitude Financial Planning LLC, based in Land O Lakes, FL, with 13 years of industry experience. Feraud operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 54 clients with $60M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fortitude Financial Planning offers investment management only in combination with ongoing financial planning services through Fortitude Wealth. There is no separate or additional fee for investment management; it is included with the ongoing planning service. Fortitude Wealth charges an annual fee ranging from $6,000 to $70,000, paid monthly, quarterly, or semi-annually. The exact fee is determined based on your total income, net worth, and financial complexity. There is no minimum account size required to use these services.
Location
Land O Lakes, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Fortitude Financial Planning LLC
Previous Registrations
Modera Wealth Management, LLC
Vantage Pointe Planning
Triad Financial Advisors, INC.
TD Ameritrade, INC.
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.Broker
PNC InvestmentsBroker
PNC Investments
Morgan Stanley
Morgan StanleyBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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