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

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 →

Equity Compensation for Young Professionals

January 13, 2021

Learn about Employee Stock Option Plans, Employee Stock Purchase Plans, Restricted Stock Unit Plans, and Share Appreciation Right Plans for young professionals.

Read the full post →

What You Need to Know About the New Stimulus Bill

December 31, 2020

Learn about the stimulus payments, small business assistance, personal tax changes, business tax changes, and much more with the new stimulus bill's signing and how it may impact your situation.

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