Travis Tracy
Travis Tracy is a CFP-designated registered investment advisor at Fortitude Financial Planning LLC, based in Willow Spring, NC, with 7 years of industry experience. Travis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, 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
Investment management is offered only in combination with ongoing financial planning. There is no additional cost for investment management services for ongoing financial planning clients.
Contact
Travis Tracy
Location
Willow Spring, NC
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Regulatory History (1)
Employment Separation After Allegations
August 2020Other Business Activities
Travis serves as the Chief Financial Officer for the Greater Durham Black Chamber of Commerce since January 2024. This activity occupies a few hours per week and he is compensated for these services.
Employment History
Current Registrations
Fortitude Financial Planning LLC
Previous Registrations
Sycamore Financial Planning, LLC
Raleigh Capital Management INC.
Change Path LLC
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.
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