Fortitude Financial Planning LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$450/hr

“Any completed deliverables of the project will be provided to the Client, and no further fees will be charged.​ ​ Financial Planning Hourly Fee Hourly Financial Planning engagements are offered at an hourly rate of $450 per hour and may be negotiable in certain cases.”

Flat or project fee

$1,950

“Momentum For services under a Momentum Agreement, FFP charges a fixed fee of $1,950, with $650 due at the beginning of the process, $650 due in advance of the first meeting and the remaining balance of $650 in advance of the second 8 meeting.”

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

How Fortitude Financial Planning LLC bills

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

• “The fee may be negotiable in certain cases.”
• “Fees for this service may be paid by electronic funds transfer, deducted from managed accounts, or check.”
• “The fee may be negotiable in certain cases.”

How Fortitude Financial Planning LLC’s fees compare

• Its hourly rate of $450 is above the North Carolina median of $300. 84% of the 177 other North Carolina planners that publish an hourly rate charge less.
• Its flat or project fee of $1,950 is below the North Carolina median of $4,800. 20% of the 172 other North Carolina planners that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Fortitude Financial Planning LLC

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Clients

54

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, educational seminars and workshops, and other services

Assets managed

$60,217,212

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

309750

Website

instagram/fortitude_fp (opens in new tab)

Phone

(919) 205-8569

Can advise clients in 3 states: Florida, North Carolina, Pennsylvania

Other planners in North Carolina that publish fees

• 1Up Financial Advisors LLCCary$250/hr, Up to $2,500
• 30-40 Wealth PartnersCornelius$5,000⁠-⁠$60,000, $12,500/yr
• 360 Aviation Advisors, LLCConcord$250/hr, $1,500/qtr
• A4 Wealth Advisors LLCHuntersville$350/hr, $500⁠-⁠$5,000
• Abs Legacy Partners, LLCHickory$250/hr, $10,000⁠-⁠$200,000
• Absher Wealth Management, LLCChapel Hill$20,000

Compare all 428 planners in North Carolina