Fortitude Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Fortitude Wealth Management is a fee‑only registered investment adviser that provides financial planning and investment consultation to individuals, high‑net‑worth clients, and corporate pension and profit‑sharing plans. Services range from cash‑flow and retirement planning to estate and tax coordination and portfolio design, offered on a client‑by‑client basis.
The firm generally takes a long‑term investment perspective and uses fundamental analysis and Modern Portfolio Theory when formulating recommendations and portfolio designs. Clients retain absolute discretion over implementation; the brochure discloses $0 in discretionary AUM and $103,000,000 in non‑discretionary AUM, so recommendations are implemented only with client consent.
What is distinctive is the firm’s predominantly non‑discretionary model and its mix of clientele, including corporate plans alongside individual and high‑net‑worth clients, which is less common among peer independent advisers. Fortitude also emphasizes periodic (generally annual) reviews, coordination with other professional advisers, and maintains that it does not custody client assets even when fees are deducted directly from client accounts.
Client services
Expertise
Fee options
Fee-only: Financial planning fees range from $500 to $20,000
Main office
201 East Main Street, Suite 420
Murfreesboro TN 37130-3783
Advisors at this office
1
Most active in
Tennessee
Also doing business as
Fortitude Financial Planning · Fortitude Wealth Management · Jason W. Qualls
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)