A complete list of active advisors currently associated with Fiscal Fitness, LLC

Warmer can help you find a great advisor at Fiscal Fitness, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Fiscal Fitness, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.