Fortitude Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$281,215,691
Clients
408
Advisors
4
of 8 employees
About
Fortitude Financial is an SEC-registered advisory team of five professionals managing roughly $281.5 million for about 400 clients, primarily individuals and high-net-worth individuals. The firm offers discretionary portfolio management, stand-alone or limited-scope financial planning and consulting, and access to tax preparation and consulting services through an affiliated entity.
The firm implements a model-based investment process that begins with a top‑down asset allocation and uses bottom‑up security selection, monitoring accounts with conditional rebalancing and occasional use of options for hedging. Fortitude uses proprietary model portfolios — including ESG-focused models — and provides a time-limited block of financial planning to clients who place a material amount of assets under management.
Distinctive features include Fortitude’s sponsorship of its own wrap-fee program, under which it consolidates advisory, custody and most execution costs into a single asset‑based fee and absorbs execution costs while retaining the remainder (a conflict the firm discloses). The firm also provides tax preparation and consulting through FF-CS Tax, an affiliate under common ownership, and notes that some associated persons are dually registered and the firm recommends LPL for custody and trade execution.
Client services
Expertise
Fee options
$0 - $199,999: 1.50% $200,000 - $399,999: 1.40% $400,000 - $599,999: 1.30% $600,000 - $799,999: 1.20% $800,000 - $999,999: 1.10% $1,000,000 - $1,499,999: 1.00% $1,500,000 - $2,999,999: 0.75% $3,000,000+: 0.50%
Offered via dually-registered representatives through LPL Financial; commissions and trails from securities sales
Hourly rates charged for additional financial planning and consulting services; specific rates not stated in brochure
Account minimum: $500,000 Fee-only: Hourly rates available for stand-alone financial planning and consulting services; specific rates not stated in brochure
Main office
123 East 2nd Avenue
Spokane WA 99202
Advisors at this office
4
Most active in
Arizona · California · Colorado · Florida · Idaho · Nevada · Oregon · Texas · Washington
Also doing business as
Fortitude Financial · Fortitude Financial LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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