Fitch Financial Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Fitch Financial Advisors LLC provides written financial planning, investment planning and portfolio management alongside tax preparation and representation for individuals and related entities, including trusts, foundations and retirement plans. Services are offered either as finite financial planning projects or as ongoing engagements that include portfolio design, recommendations and periodic reviews.
Advice is individualized and may be implemented on a non‑discretionary or discretionary basis; as of 12/31/2023 the firm reported $17,153,342 under discretionary management and no non‑discretionary assets. Investment work largely uses managed vehicles such as mutual funds and ETFs and employs an active, medium‑to‑long‑term approach that blends fundamental, technical, charting and cyclical analysis.
Distinctive features include a near-even split of firm time between financial planning and tax preparation/representation, and a principal who holds CFP and Enrolled Agent credentials, supporting integrated tax and retirement‑income planning. The firm is a small, long‑established single‑advisor practice with a limited client base, does not vote client proxies, and reports it does not aggregate trades because trading volumes are insufficient to obtain reduced transaction costs.
Client services
Expertise
Fee options
Occasional one-time setup fee ranging from $150 to $1,000
0.20% to 1.00% annually, fees usually taken directly from client's brokerage account
Hourly fees charged for financial planning projects and tax preparation; specific hourly rate amounts not stated
Account minimum: No minimum stated; however, there is a minimum fee requirement that may not be cost effective below a certain income or asset level. Minimum fee: Minimum fee requirement exists but specific amount not stated Fee-only: Hourly fees charged for financial project and ongoing work; tax preparation and representation fees are hourly
Main office
San Francisco CA
Advisors at this office
1
Most active in
California
Also doing business as
Claudia Fitch · Fitch Financial Advisors · Fitch Financial 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
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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