Feraud D. Calixte

FORTITUDE FINANCIAL PLANNING

LAND O LAKES, FL

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CRD#: 6146010

Professional summary

Feraud Dodard Calixte, CFP® is a registered financial advisor currently at FORTITUDE FINANCIAL PLANNING LLC located in Land O Lakes, Florida.

Feraud is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Feraud has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Core Areas of Focus

Business Owners

Cash Flow/Budgets/Credit Issues

Entrepreneurs

Hourly

Investment Advice without Ongoing Management

Real Estate Investments

Biography

Founder/Lead Planner

Prior to starting Vantage Pointe Planning, Feraud worked as an advisor for several large national wealth management firms. Feraud is passionate about helping families navigate the complexities often associated with finances. Feraud is committed to the financial planning industry and regularly volunteers in the community teaching financial literacy. He is also a proud member of the National Association of Personal Financial Advisors (NAPFA).

Feraud has been quoted by a variety of publications, such as U.S News & World Report, Yahoo Finance, InvestmentNews, and NAPFA Advisor.

Feraud and his wife, Dr. Nyote Calixte, live in Burlington, N.C, with their two sons, Sebastian and Donovan.

EDUCATION:

B.A. – New York University

J.D. - Southern University Law Center

Executive Program – Duke University

PROFESSIONAL CERTIFICATIONS:

CERTIFIED FINANCIAL PLANNER ™ (CFP®)

FAVORITE MONEY QUOTE:

“Your Net-Worth is not your Self-Worth.”

Vantage Pointe Planning

Question & Answer

What are your service offerings?

Retirement Planning

Comprehensive Financial Planni...

Employee and Employer Plan Ben...

Insurance Planning

Investment Planning

Tax Planning

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Feraud Dodard Calixte's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

CRD#: 7870

CARY, NC

Past

November 19, 2013 - October 5, 2017

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

DURHAM, NC

Past

November 19, 2013 - October 5, 2017

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

DURHAM, NC

Past

March 4, 2013 - November 26, 2013

MORGAN STANLEY

RIA

CRD#: 149777

DURHAM, NC

Past

January 30, 2013 - November 26, 2013

MORGAN STANLEY

CRD#: 149777

DURHAM, NC

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(7/8/2025)

IAR

North Carolina
(7/1/2025)

IAR

Pennsylvania
(7/1/2025)

IAR

Texas
(7/1/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/1/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 2/2/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/29/2013

General Securities Representative Examination

Current Firm

FORTITUDE FINANCIAL PLANNING LLC

FORTITUDE FINANCIAL PLANNING | FORTITUDE FINANCIAL PLANNING LLC

CRD#: 309750 / SEC#:

Florida

Registered Investment Advisory firm - (6/27/2025 Approved)

North Carolina

Registered Investment Advisory firm - (9/16/2020 Approved)

Pennsylvania

Registered Investment Advisory firm - (10/5/2023 Approved)

Texas

Registered Investment Advisory firm - (2/12/2025 Conditional Restricted)

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Contact information

Main Address

Willow Spring, NC

Mailing Address

2100 Lake Dam Road Unit 37130, Raleigh, NC 27627

Phone number

(919) 205-8569

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	198
AUM (Assets Under Management)	$ 60,217,212

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Advisor Monitoring

Firm Stability Insights

Feraud D. Calixte

Professional summary

Core Areas of Focus

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Feraud Dodard Calixte's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORTITUDE FINANCIAL PLANNING LLC

MODERA WEALTH MANAGEMENT, LLC

VANTAGE POINTE PLANNING

TRIAD FINANCIAL ADVISORS, INC.

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

MORGAN STANLEY

MORGAN STANLEY

State Registrations and Notice Filings

Exams

Series 66

Date: 3/1/2013

SIE

Date: 2/2/2018

Series 7

Date: 1/29/2013

Current Firm

FORTITUDE FINANCIAL PLANNING LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FORTITUDE FINANCIAL PLANNING LLC

TRUST BUT VERIFY

Contact information

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