Fortitude Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$112,500,000
Clients
134
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
134
Very HighAverage account size
$839,552
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
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
General retirement planning
General estate planning guidance
Fee options
Fee-only: Financial planning fees range from $500 to $20,000
Main office location
Fortitude Wealth Management
120 East Main, Suite 300
Murfreesboro TN 37130-3783, United States
Number of offices
1
Most active in
Fortitude Wealth Management has reported serving >5 clients in these states in the last 12 months.
Tennessee
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
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