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.

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Recently Published

As a Millennial, Should You Pay Your Mortgage Off Early?

November 25, 2020

Thinking about starting to make extra payments to your mortgage? Read this blog post first before you make your decision!

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Tax Preparation Software Review

November 18, 2020

With tax season around the corner, do you know what tax preparation software you will be using? Have you been using a specific kind over the years but curious to know the other options available to you? This is a comparison between three of the most commonly used tax preparation softwares available.

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Potential Tax Changes with Biden as the President-Elect

November 12, 2020

Learn more about the potential tax changes, with Joe Biden being the President-Elect of the 2020 Presidential Election.

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Ideal Clients

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

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $125+/mo
  • Flat Fee: $500+/engagement
  • Assets Under Management: 0.50%

SEC Records