Fit Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$64,300,000
Clients
36
Advisors
1
of 2 employees
About
FIT Advisors provides fee-only financial planning, discretionary portfolio management, and retirement-plan consulting to individuals and high-net-worth clients. The firm manages about $68.7 million for a small client base and also offers tailored ongoing planning and advisory retainers for self‑employed clients and plan sponsors.
The firm emphasizes a primarily passive, asset-allocation model approach, implementing model portfolios composed largely of no‑load mutual funds and ETFs and using individualized Investment Policy Statements to guide periodic rebalancing and tax‑loss harvesting; it may use sub‑advisers such as Dimensional Fund Advisors. Financial planning is integrated with investment management and covers a broad set of topics including cash-flow analysis, estate planning, tax planning strategies, and business‑owner consulting.
FIT Advisors is notable for the owner’s accounting and tax background—an advanced degree in taxation and prior experience as a tax manager at a Big Four firm—which informs the firm’s tax planning focus and coordination with other tax and legal professionals, an emphasis that is less common among peers. The firm also maintains a small, hands‑on client roster, offers dedicated services for business owners and retirement plans, and operates on Schwab’s institutional platform for custody and execution.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $5,000,000: 0.75% annually Above $5,000,001+: 0.50% annually
$200 per hour for retirement plan consulting; $400 per hour for standalone financial planning
Minimum fee: $500/year minimum for retirement plan services; $250 minimum annual fee for Dimensional Fund Advisors sub-advised accounts Fee-only: Comprehensive financial planning starting at $1,750 per month; Self-employed/business owner planning starting at $2,000 per month; Hourly financial planning $400/hour
Main office
Redondo Beach CA
Advisors at this office
1
Most active in
California · Illinois · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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