The Fiscal Fitness Company, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 140768
- Website
- fiscalfitnesscompany.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions, Other
- Client types
- Individuals57.85%
- HNWI42.15%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
The Fiscal Fitness Company, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm focuses on serving individual and family clients, alongside portfolio management for individuals and small businesses. Its advisory work is paired with insurance brokerage activity, indicating a planning approach that can integrate insurance products alongside investment advice. Compensation is mixed: percentage-of-AUM fees plus hourly and fixed fees, and the firm also accepts commissions and other fee arrangements. The adviser does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities45%
- Public Funds/Mutual Funds45%
- Cash & Cash Equivalents10%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations