FIT Financial Consulting LLC

Overview

FIT Financial Consulting LLC is a small, independent registered investment adviser that focuses on serving individuals and families. The firm combines financial planning with portfolio management for individuals and small businesses and acts as a capital allocator and selector of third‑party advisers. Fee arrangements include a percentage of assets under management and hourly charges. FIT appears to run primarily discretionary portfolios, with discretionary assets matching reported total AUM. Investment activity centers on pooled public funds and mutual funds as the dominant vehicle, supplemented by allocations to third‑party alternative managers for hedge funds and real estate. The firm is not identified as an active ESG investor and operates as a single‑state adviser under individual ownership rather than as a multi‑state or institutional consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices