A complete list of active advisors currently associated with Fitbux RIA LLC

Warmer can help you find a great advisor at Fitbux RIA LLC or one who fits your needs even better.

The firm provides discretionary portfolio management primarily to individual and high‑net‑worth clients and also directs client assets to a third‑party digital platform for custody and execution. It offers ongoing portfolio monitoring and implements investment programs based on each client’s goals, time horizon, and risk tolerance. The firm uses a mix of model and custom portfolio strategies available through the Betterment for Advisors platform, including Betterment‑constructed portfolios, third‑party model portfolios, and Advisor‑designed Custom Portfolios, and employs methods such as fundamental, technical, charting, and cyclical analysis alongside long‑term trading and periodic rebalancing. Clients on the platform can access automated features (e.g., dividend reinvestment, tax‑loss harvesting, and asset‑location services), while the firm conducts account reviews on a periodic basis. What is unusual for a solo independent adviser of this size is the firm’s affiliation with a separate technology company that licenses proprietary algorithms and offers subscription services for financial and student‑loan planning through an affiliated entity; those products may be offered to clients (with conflicts disclosed and purchases optional). The firm has also moved away from offering standalone financial planning and consulting services and has clarified reliance on the Betterment platform as part of its service model.

To learn more about the advisors currently working at Fitbux RIA LLC, 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.