FIT Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Fit Wealth provides discretionary asset management, one‑time and ongoing financial planning, and retirement‑plan fiduciary services, acting as either a 3(21) advisor or a 3(38) investment manager for qualified plans. The firm also offers co‑advisor arrangements and uses third‑party money managers and model marketplaces to implement portfolios; its ADV reported $0 in discretionary and non‑discretionary assets and no client accounts as of June 1, 2026.
The firm’s investment process is discretionary and model‑driven, combining diversified core allocation models with a more active Dynamic Portfolio Strategy that pairs U.S. Treasury holdings and long call options to define downside exposure. Fit Wealth regularly engages sub‑advisors, participates in model marketplaces (including Altruist and Advyzon/Nucleus), and documents initial and annual due diligence while retaining authority to select or replace third‑party managers.
Notable differences from many peers include an affiliation with an insurance business whose advisors sell insurance products and receive typical commissions — a relationship the brochure discloses and says is managed through disclosures and the firm’s fiduciary obligations. The firm’s apparent focus on ERISA plan work, co‑advisor revenue arrangements with incentive participation, and reliance on outsourced model platforms rather than a traditional individual retail book also differentiate it from many supported firms in this category.
Client services
Expertise
Occupation focus
Fee options
Financial Planning fees: $1,500 - $30,000 for initial and ongoing plans.
$0 - $5,000,000: 1.00% annually (Core Portfolio Strategy) $5,000,000++: Negotiable (Core Portfolio Strategy) $0 - $5,000,000: 1.5% annually (Dynamic Portfolio Strategy) $5,000,000++: Negotiable (Dynamic Portfolio Strategy)
Investment Advisor Representatives may receive commissions on insurance products.
Used only as a method to determine earned/unearned portions of fees; $250 per hour for financial planning fee calculation only.
Main office
1828 N Webb Road, Ste. 2
Grand Island NE 68803
Advisors at this office
3
Most active in
Nebraska
Also doing business as
Fit Wealth · Fit Wealth Advisors, LLC
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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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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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Shawn H
CFP®, Series 63, Series 65
Grand Island, NE
FIT Wealth
Shawn Hanquist is a financial advisor at FIT Wealth with 16 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His career includes roles at WealthPlan Partners, Securities America, and Wells Fargo Clearing. FIT Wealth provides discretionary asset management, financial planning, and retirement-plan fiduciary services, often acting as a co-advisor or investment manager for qualified plans. The firm employs a model-driven investment approach that combines diversified core allocations with an active Dynamic Portfolio Strategy, and it frequently utilizes sub-advisors and third-party model platforms.
Amanda H
Series 63, Series 65
Grand Island, NE
FIT Wealth
Amanda Hanquist is a financial advisor at FIT Wealth with nine years of industry experience. She holds Series 63 and Series 65 licenses. Her professional background includes roles at Farmers Insurance Group and Farmers Financial Solutions, as well as several positions within the FIT Wealth organization and affiliated entities. FIT Wealth offers discretionary asset management, financial planning, and retirement plan fiduciary services, using a model-driven investment approach that incorporates diversified core allocations and an active strategy involving U.S. Treasury holdings and long call options. The firm frequently works with sub-advisors and model marketplaces to implement portfolios and focuses notably on ERISA plan services and co-advisor arrangements.
Hunter H
Series 65
Grand Island, NE
FIT Wealth
Hunter Hanquist is a financial advisor at FIT Wealth with a Series 65 designation and one year of industry experience. Prior to joining FIT Wealth, he worked at Sportsman’s Warehouse for two years and has been a full-time student since 2011. FIT Wealth offers discretionary asset management, financial planning, and retirement-plan fiduciary services, primarily focusing on ERISA-qualified plans and utilizing model-driven investment strategies. The firm employs a combination of diversified core allocation models and an active Dynamic Portfolio Strategy while collaborating with third-party money managers and model marketplaces.
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