F
Financial Fitness
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
This total excludes 28 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Financial Fitness provides portfolio management and related financial planning services primarily for pooled and institutional accounts. Its ADV lists a range of client types — including pension and profit‑sharing plans, corporations and insurance companies — and the firm reports roughly $3 million in discretionary assets under management.
The firm manages accounts under written investment policy statements and may use model allocations, with regular monitoring and quarterly custodian reporting. Its investment process draws on multiple analysis methods (fundamental, quantitative, technical, charting and modern portfolio theory) and can employ a broad set of instruments and strategies, including ETFs, fixed income, equities, annuities, private placements and more active techniques such as options, margin and short sales.
Several operational features distinguish the firm from many peers: a principal also acts as a licensed insurance agent and the firm offers insurance products (including annuities), a relationship the ADV identifies and discloses as a potential conflict of interest. The ADV also notes that the firm requires use of a specific custodian (Schwab Institutional), does not utilize third‑party sub‑advisers or wrap fee programs, and explicitly targets corporate and insurance‑company clients.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Annuities
Fee options
Between $100 and $1,500 for financial planning fixed fees
$0 - $1,000,000: 1.50% $1,000,001 - $1,500,000: 1.25% $1,500,001 - $5,000,000: 1.00% $5,000,001+: 0.90%
Included in other service fees; newsletter provided quarterly with no additional fee
Main office location
Financial Fitness
1980 Festival Plaza Drive Suite 300
Las Vegas NV 89135, United States
Number of offices
1
Most active in
Financial Fitness has reported serving >5 clients in these states in the last 12 months.
Nevada
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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