Fortitude Financial Planning (FFP) provides financial planning and investment management services. FFP offers ongoing financial planning through its Fortitude Wealth service, where clients work with a planner to develop and implement a financial plan. Investment management is offered in combination with ongoing financial planning, not as a standalone service. FFP also offers Momentum, a service focusing on specific financial areas, and hourly financial planning services.
Assets Under Management$60M
Clients54
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$30M
Fee Structure
Planning is included in investment management
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.
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