FIT Financial Consulting LLC
Firm details
- Headquarters
- ,
- CRD number
- 173028
- Website
- fitfinancialconsulting.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
FIT Financial Consulting LLC is an independent, owner-operated registered investment adviser organized as an LLC that focuses on individual and family clients. The firm provides comprehensive financial planning, portfolio management for individuals and small businesses, and the selection and oversight of third-party advisers. Its fee model combines a percentage of assets under management with hourly advisory charges. FIT identifies itself as a capital allocator, which signals the use of external managers and funds in client portfolios. The firm does not position itself as an active ESG investor and is not registered as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds69%
- Cash & Cash Equivalents28%
- Exchange Traded Equities3%
Contacts
1 of 1
Sean Cooper
Investment Advisor RepresentativeCRD 5176131
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Freedom Formula Wealth Management
RIAStone Oak Capital, LLC
RIAThoughtful Financial Planning, LLC
RIAMinneapolis, MN
Skidmore Advisory Services, Inc.
RIADenver, CO