FIT WEALTH MANAGEMENT

Overview

FIT Wealth Management is an independent, limited liability advisory firm focused on serving individuals and families with financial planning and portfolio management for individuals and small businesses. The firm is SEC-registered as of 2024 and operates under an owner-type classified as an individual. Its fee model combines a percentage-of-assets arrangement with the option for fixed fees, positioning the firm to manage both ongoing advisory relationships and project-based planning engagements. Investment activity centers on pooled public funds and mutual funds, with the firm favoring diversified, professionally managed vehicles over direct-stock concentrated bets. FIT Wealth Management is not positioned as a capital allocator to third-party alternative managers, does not identify as an active ESG investor, and does not provide pension consulting. Custody and trading are routed through a single primary custodian.

Assets & Accounts

Investments & Alternatives

Location & Offices