Fiscal Fitness, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Fiscal Fitness, LLC provides fee-only, as-needed financial planning and investment advice to individuals, couples, families and some small businesses. Services are offered on a project or hourly basis and the firm works with clients across income and asset levels without preset account minimums.
When engaged, the firm gathers client financial data via a questionnaire and interview, prepares analyses and scenario modeling, and delivers a written summary of observations and recommendations at the close of the engagement; clients may re-engage for follow-up or periodic reviews as needed. Investment advice emphasizes a fundamental, long-term buy-and-hold approach that prioritizes asset allocation and implementation with low-cost, no-load index investments, with rebalancing generally recommended about annually.
Notably, the firm does not provide ongoing discretionary portfolio management and does not charge fees based on a percentage of assets under management, which differs from many independent advisers. Fiscal Fitness is fee-only, does not take custody of client assets, and the principal holds CFP® and retirement-income credentials and participates in national fee-only networks, which shape its project-based, advice-focused practice.
Client services
Expertise
Fee options
Fixed fees based on hourly rate multiplied by estimated hours; fees are negotiable and may be reduced or pro-bono
$350 per hour
Fee-only: Fee-only compensation, no commissions or third-party payments
Main office
211 E. Verona Ave. #4
Verona WI 53593
Advisors at this office
1
Most active in
Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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