Fortitude Financial LLC logo

Fortitude Financial LLC

Updated today

Client AUM

$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

Financial planning Portfolio management

Expertise

ESG / Sustainable investing Options & derivatives strategies Real estate investing

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Fee options

Percentage

$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%

Commissions

Offered via dually-registered representatives through LPL Financial; commissions and trails from securities sales

Project-based

Hourly rates charged for additional financial planning and consulting services; specific rates not stated in brochure

Other

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

Advisors at this firm

user avatar

Noelle S

Series 63, Series 65

Spokane, WA

Fortitude Financial LLC

Noelle Seipp is a financial advisor at Fortitude Financial LLC with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LPL Financial, Hoyt, Lewis & Associates, and Financial Advocates Investment Management. Seipp is also a notary public. Fortitude Financial is an SEC-registered advisory team managing approximately $281.5 million for around 400 clients, primarily individuals and high-net-worth individuals. The firm employs a model-based investment approach that integrates top-down asset allocation with bottom-up security selection and offers discretionary portfolio management along with financial planning and tax consulting services through an affiliated entity.

ESG / Sustainable investing Options & derivatives strategies Real estate investing
user avatar

Benjamin C

CFP®, Series 66

Spokane, WA

Fortitude Financial LLC

Benjamin Chase is a CFP® with 13 years of experience in the financial services industry. He is currently with Fortitude Financial LLC and has previously worked at LPL Financial, Financial Advocates Investment Management, Hoyt, Lewis & Associates, LLC, and The Power Outlet. Fortitude Financial serves individual investors, including high-net-worth clients, through discretionary portfolio management, financial planning, and tax preparation services via its affiliate FF-CS Tax. The firm employs proprietary model portfolios combining top-down asset allocation with bottom-up security selection and offers a range of investment options including ESG/SRI models.

ESG / Sustainable investing Options & derivatives strategies Real estate investing
user avatar

Matthew G

Series 66

Spokane, WA

Fortitude Financial LLC

Matthew Greve is a financial advisor at Fortitude Financial LLC in Spokane, WA, holding a Series 66 designation and bringing six years of industry experience. He previously worked at Financial Advocates Investment Management and LPL Financial. Outside of advising, he has been employed at Black Angus Steak House since 2017. Fortitude Financial is an SEC-registered advisory team managing approximately $281.5 million for around 400 individual and high-net-worth clients. The firm employs a model-based investment process combining top-down asset allocation with bottom-up security selection and offers discretionary portfolio management, financial planning, and tax consulting through an affiliated entity.

ESG / Sustainable investing Options & derivatives strategies Real estate investing
user avatar

Jeremy L

Series 66

Spokane, WA

Fortitude Financial LLC

Jeremy Lewis is a financial advisor with Fortitude Financial LLC in Spokane, WA, holding a Series 66 designation and bringing 24 years of industry experience. His prior roles include positions at LPL Financial, Financial Advocates Investment Management, Holden Ray, LLC, and Hoyt, Lewis and Associates. Outside of his advisory work, he oversees EQ Records Collective, a nonprofit organization that helps disabled individuals engage in playing and recording music. Fortitude Financial serves individual and high-net-worth clients through discretionary portfolio management, financial planning, and tax consulting via its affiliate FF-CS Tax. The firm utilizes proprietary model portfolios combining top-down asset allocation and bottom-up security selection, and sponsors the Fortitude Wrap Program, an asset-based platform that consolidates execution costs.

ESG / Sustainable investing Options & derivatives strategies Real estate investing
View complete list of advisors at this firm
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