FIT Wealth Management logo

FIT Wealth Management

Updated today

Client AUM

$147,354,417

Clients

214

Advisors

3

of 3 employees

About

FIT Wealth Management serves individual and high‑net‑worth clients with discretionary investment management and financial planning, and it also provides consulting, signal agreements, and separately managed account (SMA) services to other advisors and institutions. The firm generally manages client assets on a discretionary basis and produces periodic portfolio reports and reviews tied to clients’ objectives.

Investment decisions are guided by a proprietary FIT Scoring System that combines fundamental and technical analysis to screen individual stocks, mutual funds, and ETFs, and the firm applies these systematic screens across client portfolios and consulting engagements. FIT requires written discretionary authorization and uses custodial services through a national broker‑dealer to execute and settle client trades.

Compared with many peers, FIT discloses the use of borrowing (margin) and derivatives within its separately managed account strategies, and it offers signal agreements and SMA services to other advisors—services that are less common among similarly sized supported firms. The firm also discloses that a principal engages in licensed insurance sales and part‑time academic instruction in financial planning, with related conflicts disclosed and mitigated under its fiduciary policies.

Client services

Financial planning Portfolio management
Non-discretionary advice to other advisors & institutions

Expertise

Equity compensation tax strategy Active portfolio management Cash flow / budgeting General retirement planning

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Fee options

Percentage

$0 - $2,000,000: 1.0% annually $2,000,001 - $4,000,000: 0.85% annually $4,000,001+: Negotiated on an individual basis

Project-based

$300 per hour for financial planning fees (negotiable and can be waived)

Other

Account minimum: $100,000

Main office

6341 S. Troy Circle Unit E

Centennial CO 80111

Advisors at this office

3

Most active in

Colorado · Massachusetts · Texas

Also doing business as

Fit Asset Management, LLC · Fit Wealth Management

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

Aaron A

CFP®, ChFC®, Series 66

Centennial, CO

FIT Wealth Management

Aaron Anderson is a CFP® and ChFC® credentialed advisor with 17 years of industry experience. He has worked at FIT Asset Management since 2018 and previously at Private Capital Management LLC from 2015 to 2018. Anderson also serves as a part-time lecturer in financial planning at the University of Colorado. FIT Wealth Management serves individual and high-net-worth clients with discretionary investment management and financial planning. The firm uses a proprietary scoring system combining fundamental and technical analysis and offers consulting and separately managed account services to other advisors and institutions.

Equity compensation tax strategy Active portfolio management Cash flow / budgeting General retirement planning
user avatar

William D

CFP®, Series 63

Centennial, CO

FIT Wealth Management

William Donohue is a CFP® with 30 years of industry experience. He has worked at FIT Asset Management since 2021 and previously held roles at Ivy Distributors, Inc. and Waddell & Reed, Inc. from 2004 to 2021. FIT Wealth Management serves individual and high-net-worth clients with discretionary investment management and financial planning, as well as providing consulting, signal agreements, and separately managed account services to other advisors and institutions. The firm employs a proprietary scoring system that combines fundamental and technical analysis to guide investment decisions across client portfolios and consulting engagements.

Equity compensation tax strategy Active portfolio management Cash flow / budgeting General retirement planning
user avatar

Brian M

Series 63, Series 65

Centennial, CO

FIT Wealth Management

Brian Miller is a financial advisor at FIT Wealth Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with FIT Asset Management, LLC since 2015. FIT Wealth Management serves individual and high-net-worth clients with discretionary investment management and financial planning, while also providing consulting, signal agreements, and separately managed account services to other advisors and institutions. The firm uses a proprietary FIT Scoring System combining fundamental and technical analysis to guide investment decisions and discloses the use of borrowing and derivatives in its strategies.

Equity compensation tax strategy Active portfolio management Cash flow / budgeting General retirement planning
View complete list of advisors at this firm
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