FIT Financial Consulting LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Fit Financial Consulting LLC is an independent, single-advisor registered investment adviser that serves individual and high‑net‑worth clients with financial planning and portfolio management services. The firm reports roughly $6.8 million in assets under management across about 40 client relationships and offers planning engagements on an hourly or retainer basis as well as ongoing investment supervisory services.
The firm typically constructs diversified, ETF‑focused portfolios using a mix of passive, Core‑and‑Satellite, and active management approaches with periodic monitoring and rebalancing. It also offers a stock‑only specialty model that uses covered‑call overlays and fully customized portfolios for clients who require tailored investment constraints or socially conscious considerations.
A distinctive practice for this firm is that it discloses and advertises its own performance results in client materials, which is uncommon among independent RIAs. The firm’s principal holds CFA and CFP credentials, is a licensed insurance producer and an author, and the ADV notes a recent amendment removing prior references to third‑party investment managers — factors that may be relevant when evaluating its manager recommendations and performance disclosures.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $50,000: 1.35% annually $50,000.01 - $100,000: 1.25% annually $100,000.01 - $500,000: 1.10% annually $500,000.01 - $1,000,000: 1.05% annually $1,000,000.01 - $2,000,000: 0.95% annually $2,000,000.01 - $5,000,000: 0.80% annually $5,000,000.01 - $10,000,000: 0.55% annually $10,000,000.01+: 0.33% annually
$200 per hour for limited financial planning engagements; billed in 10-minute increments.
Account minimum: $300,000 for Specialty Portfolio; $1,500,000 for Customized Portfolios; otherwise 0 Fee-only: Hourly fees of $200 per hour, billed in 10-minute increments for financial planning services. Retainer engagement agreements available for ongoing hourly advice.
Main office
Morton WA
Advisors at this office
1
Most active in
Colorado · Washington
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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