Travis Tracy, CFP®, EA Fortitude Financial Planning, LLC

About Travis Tracy, CFP®, EA

Hi, I’m Travis! I created this firm to help people like you build the courage to take control of your finances and to make better decisions to reach your goals. My job is not to pass judgment on any past decisions, but to educate and encourage you going forward. I want to help you use your wealth as a tool to achieve your short-term and long-term goals, so you can live the life you want.

I’m from a small town in South Carolina. I graduated from Guilford College in Greensboro, NC, and currently live and work in Durham, NC with my wife, Shelby, our daughter, Peyton, and our dogs, Savannah and Bailey. Before founding Fortitude Financial Planning, I worked in the financial service industry for seven years in multiple roles, my last being an Associate Financial Planner at a fee-only firm in Durham, NC.

I am a Certified Financial Planner™, an Enrolled Agent authorized to represent taxpayers before the IRS, and a notary public commissioned in the State of North Carolina.

Read Travis’ blog here:

Contact this advisor

Recently Published

Overtime -- Is It Worth It?

July 21, 2021

Are you unsure if working overtime is worth it? This post should help you with your decision.

Read the full post →

Child Tax Credit & Advance Payments for 2021

July 9, 2021

Learn more about the Child Tax Credit for 2021 and the advance payments that will start July 15, 2021.

Read the full post →

Options Available to Young Professionals with an Old 401k/403b

January 28, 2021

Are you a young professional that has a 401k or 403b from a previous employer? Learn about the different options that are available to you.

Read the full post →

Visit the blog →

Ideal Clients

  • African Americans
  • Entrepreneurs
  • Gen Y/Millennials
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee

Fee Options

  • Monthly Fee: $150+/mo
  • Flat Fee: $500+/engagement

SEC Records