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, 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.

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.