FIT Wealth logo

FIT Wealth

Updated today

Client AUM

$0

Clients

0

Advisors

3

of 3 employees

About

Fit Wealth provides discretionary asset management, one-time and ongoing financial planning, and retirement-plan fiduciary services, including limited-scope 3(21) and full 3(38) plan management. The firm’s brochure describes services for individuals, high‑net‑worth individuals, and business entities, but it reports no assets under management and no client accounts as of the June 1, 2026 calculation.

The firm combines strategic, model‑based portfolio management with a separate Dynamic Portfolio Strategy; Core strategies use diversified global asset allocation while the Dynamic approach pairs U.S. Treasury securities with long call options to establish a defined risk profile. Fit Wealth regularly relies on third‑party managers and model marketplaces (including AIM’s Nucleus and Altruist) and may engage sub‑advisors or co‑advisor arrangements to implement and monitor client portfolios.

Notable features in the brochure include an affiliated insurance business (Fit Wealth Insurance, LLC) and firm representatives’ status as licensed insurance agents who may receive commissions for insurance sales, a disclosed conflict of interest. The firm also discloses revenue‑sharing or incentive arrangements with a co‑advisor (Gradient Investments) and participation in multiple model platforms, and it has only recently begun offering advisory services (2026) while reporting zero AUM — characteristics that differentiate it from many peers.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Options & derivatives strategies Tax-loss harvesting Roth conversion strategy Retirement withdrawal strategies

Occupation focus

Founder/Business Owner

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Fee options

Fixed

Financial planning fees range from $1,500 to $30,000 for initial and ongoing plans.

Percentage

$0 - $5,000,000: 1.00% annually $5,000,000+: Negotiable

Project-based

Used only to calculate earned and unearned portions of financial planning fees at $250 per hour.

Main office

1828 N Webb Road, Ste. 2

Grand Island NE 68803

Advisors at this office

3

Most active in

Nebraska · Texas

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

Advisors at this firm

user avatar

Shawn H

CFP®, Series 63, Series 65

Grand Island, NE

FIT Wealth

Shawn Hanquist is a financial advisor with FIT Wealth in Grand Island, Nebraska, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 16 years of industry experience and has worked at firms including Wells Fargo Clearing and Securities America. Hanquist is also involved with Hanquist Holdings, LLC. FIT Wealth offers discretionary asset management, financial planning, and retirement-plan fiduciary services to individuals, high-net-worth clients, and business entities. The firm employs a strategic, model-based investment approach that incorporates global asset allocation and a defined risk Dynamic Portfolio Strategy.

Options & derivatives strategies Tax-loss harvesting Roth conversion strategy Retirement withdrawal strategies Founder/Business Owner
user avatar

Amanda H

Series 63, Series 65

Grand Island, NE

FIT Wealth

Amanda Hanquist is a financial advisor at FIT Wealth with credentials including Series 63 and Series 65 licenses and nine years of industry experience. Her prior roles include positions at State Farm Investment Management Corp and Farmers Insurance Group. She has also been involved with Envision Nutrition and Fit CFO, LLC. FIT Wealth provides discretionary asset management, financial planning, and retirement-plan fiduciary services to individuals, high-net-worth clients, and business entities. The firm utilizes strategic, model-based portfolio management combined with a Dynamic Portfolio Strategy and often engages third-party managers and co-advisors to implement client portfolios.

Options & derivatives strategies Tax-loss harvesting Roth conversion strategy Retirement withdrawal strategies Founder/Business Owner
user avatar

Hunter H

Series 65

Grand Island, NE

FIT Wealth

Hunter Hanquist is a financial advisor at FIT Wealth with a Series 65 credential 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 for an extended period. FIT Wealth provides discretionary asset management, financial planning, and retirement-plan fiduciary services for individuals, high-net-worth individuals, and business entities. The firm uses a combination of strategic, model-based portfolio management and a Dynamic Portfolio Strategy, often employing third-party managers and co-advisors to implement client portfolios.

Options & derivatives strategies Tax-loss harvesting Roth conversion strategy Retirement withdrawal strategies Founder/Business Owner
View complete list of advisors at this firm
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