A complete list of active advisors currently associated with FIT Financial Consulting LLC
Warmer can help you find a great advisor at FIT Financial Consulting LLC or one who fits your needs even better.
The firm provides financial planning and discretionary portfolio management primarily for individual and high‑net‑worth clients, offering one‑time hourly plans, retainer arrangements for ongoing advice, and implementation through in‑house management or recommended third‑party managers. Engagements include both modular and broad‑based planning and may cover cash flow, retirement, education funding, risk management, and estate coordination. Investment implementation combines passive, active and Core+Satellite strategies, typically using diversified ETF-based “diversified” portfolios of roughly 20–30 ETFs with semiannual rebalancing, alongside a single-stock specialty option‑enhanced model and fully customized portfolios when requested. The firm also uses options (including a covered‑call overlay in its specialty equity strategy) and sets account thresholds for certain offerings, reserving the specialty stock model and fully customized portfolios for clients meeting higher asset thresholds. Notably, the firm publishes and provides performance reporting to clients and advertises performance results, a practice that is uncommon among independent advisers of this size; performance materials are drawn from custodian-generated reports and firm snapshots. The firm’s principal holds CFA and CFP designations and also maintains insurance licenses, which the brochure discloses as a separate commercial activity and potential source of compensation.
To learn more about the advisors currently working at FIT Financial Consulting 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.
Name |
Location |
Years of experience |
|---|---|---|
Morton, WA
| 14
|
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