A complete list of active advisors currently associated with FIT Wealth

Warmer can help you find a great advisor at FIT Wealth or one who fits your needs even better.

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.

To learn more about the advisors currently working at FIT Wealth, 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.