Beingfit Financial

Overview

Beingfit Financial is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients, offering fee arrangements that include a percentage of assets under management, hourly charges, and fixed fees. Core advisory services reported are financial planning, portfolio management for individuals and small businesses, selecting other advisers, and delivering educational seminars or workshops. Beingfit Financial acts as a capital allocator, deploying client capital to third-party managers where appropriate. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices