FIT Wealth

Overview

FIT Wealth is a limited liability company structured as a privately held advisory firm with an individual owner. The firm describes its core advisory services as financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services; it also identifies itself as a capital allocator. Fee arrangements include both a percentage of assets under management and fixed-fee engagements. FIT Wealth does not list active ESG investing as part of its approach and does not present itself as a multistate adviser. An industry affiliation with an insurance company is noted. Although pension consulting appears among the listed activities, the firm does not identify as a pension consultant under its regulatory flags, which may reflect a limited or ancillary role in that area rather than serving as a dedicated pension consultant.

Assets & Accounts