PlannerFees

Fortitude Family Office fees and pricing

Financial planner in Scottsdale, Arizona. Registered with the SEC.

According to its Form ADV Part 2A brochure dated September 23, 2026, Fortitude Family Office charges $270⁠-⁠$600 an hour and an annual fee of $20,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$270⁠-⁠$600/hr
“Hourly fees generally range from $270 to $600 per hour based on the particular financial professional rendering the services and are charged upon presentation of an itemized invoice.”
Annual fee
$20,000/yr
“Fixed fees generally range between $20,000 to $1,500,000 per annum based on the nature, complexity, and extent of the services requested by the client, and are charged in periodic increments over the course of the year as agreed with the client.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Fortitude Family Office bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Fees are negotiable, and each client’s specific fee schedule is included as part of the investment advisory agreement signed by Fortitude and the client.”
  • “Fees are generally directly deducted from one or more of a client’s designated accounts, but clients may also pay electronically via ACH, debit card, or credit card, if preferred.”
  • “If Fortitude or the client terminates the advisory agreement before the end of a billing period, Fortitude's fees will be prorated through the effective date of the termination.”

How Fortitude Family Office’s fees compare

  • Its hourly rate of $270-$600 spans the Arizona median of $275. 86% of the 195 other Arizona planners that publish an hourly rate charge less.
  • 44 of the 53 other planners in Scottsdale that publish an hourly rate charge less.
  • Its annual fee of $20,000 is above the Arizona median of $10,000. 84% of the 43 other Arizona planners that publish an annual fee charge less.
  • 11 of the 14 other planners in Scottsdale that publish an annual fee charge less.

About Fortitude Family Office

“Fortitude provides investment management and financial advice to a community of primarily high-net-worth individuals, families, and their related entities, including trusts and estates, as well as charitable organizations, foundations, donor-advised funds, and other clients.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 40 employees.
  • Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees
Charges a % of assets
Yes
Highest asset based fee in brochure
1% a year
Clients
407
Employees
40
Works with
Individuals, high net worth individuals, pooled investment vehicles, charities, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selecting other advisers, and other services
Assets managed
$1,268,210,154
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
317615
Website
linkedin.com/company/fortitude-family-office (opens in new tab)
Phone
(602) 834-0089

Can advise clients in 5 states: Arizona, California, Nevada, Texas, Wyoming

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Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.