A complete list of active advisors currently associated with Fit Advisors LLC

Warmer can help you find a great advisor at Fit Advisors LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Fit Advisors 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.