FIT Wealth

Overview

FIT Wealth is an LLC that presents itself as a small advisory firm focused on direct client advisory and allocation decisions. The firm lists core services that include financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers, indicating a blended advisory and consultant role rather than a product-distribution model. FIT Wealth also identifies itself as a capital allocator, suggesting it can place client capital with third-party managers or strategies. Fee arrangements combine percentage-of-AUM billing with the option for fixed fees. The firm is not flagged as an active ESG investor and is described as operating within a single state jurisdiction rather than as a multi-state adviser. FIT Wealth reports an industry affiliation with an insurance company. Public filings do not supply a firm registration year or owner-type detail in the provided data. AUM and client metrics are not reported in the source material.