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.

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.

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
Sean Cooper profile photo Sean Cooper
Morton, WA
14
Warmer team member

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