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Credentials
CFP®, CFA®, Series 63, Series 66
Experience Industry experience
14 years
Location
Morton, WA
FIT Financial Consulting LLC
Independent
Total advisors
1Clients per advisor
40 HighAvg AUM per client
$169,518 LowHNW client ratio
0% LowSean Cooper is a CFP® and CFA® with 14 years of industry experience. He has been the principal advisor at FIT Financial Consulting LLC since 2014. Outside of his advisory work, Cooper is an author of the book "The Truth About Investing: Back to Basics" and co-hosts a financial podcast. FIT Financial Consulting LLC is an independent, single-advisor firm serving individual and high-net-worth clients with financial planning and portfolio management. The firm constructs diversified, ETF-focused portfolios using a combination of passive, Core-and-Satellite, and active management approaches, and offers planning engagements on an hourly, retainer, or ongoing supervisory basis.
Based on FIT Financial Consulting LLC
Based on FIT Financial Consulting LLC
$0 - $50,000: 1.35% annually $50,000.01 - $100,000: 1.25% annually $100,000.01 - $500,000: 1.10% annually $500,000.01 - $1,000,000: 1.05% annually $1,000,000.01 - $2,000,000: 0.95% annually $2,000,000.01 - $5,000,000: 0.80% annually $5,000,000.01 - $10,000,000: 0.55% annually $10,000,000.01+: 0.33% annually
$200 per hour for limited financial planning engagements; billed in 10-minute increments.
Account minimum: $300,000 for Specialty Portfolio; $1,500,000 for Customized Portfolios; otherwise 0 Fee-only: Hourly fees of $200 per hour, billed in 10-minute increments for financial planning services. Retainer engagement agreements available for ongoing hourly advice.
Morton, WA
Morton WA
Advisors at this office
1
Colorado · Washington
14 years of industry experience
FIT Financial Consulting LLC
2014 - Present • 12 years
Morton, WA
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