A complete list of active advisors currently associated with FITSHA Consulting

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

Fitsha Consulting serves a mix of institutional and individual clients — including trusts, foundations, qualified retirement plans, other investment advisers, charitable organizations, and both high-net-worth and non-high-net-worth individuals — and provides financial planning, discretionary portfolio management, and retirement plan consulting. The firm’s retirement-plan work includes participant and plan-committee education and limited ERISA Section 3(21) fiduciary services. The firm’s investment approach is centered on asset allocation and model portfolios composed of mutual funds, ETFs, and a securities portfolio that may include stocks (including small-cap and inverse/leveraged funds), with ongoing monitoring and periodic rebalancing; stock portfolios are reviewed daily while traditional portfolios are reviewed at least quarterly. Clients receive written financial plans and periodic disclosures (for example, summaries of material changes), and the firm discloses that it offers participant education and educational seminars/workshops as well as hourly planning engagements. Distinctive aspects noted in the brochure include the firm’s recent formation with no reported assets under management and a sole-member structure, plus supplementary business activities: the member is a licensed real estate professional and may provide real estate and property management services and occasional engineering consulting, matters the firm discloses as potential conflicts of interest. The combination of serving both institutional plans and individual clients, offering participant education and seminars, and providing hourly planning options are features the firm highlights that are relatively uncommon among its regulatory peers.

To learn more about the advisors currently working at FITSHA Consulting, 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.

Name	Location	Years of experience
In Soo Suh	Beverly Hills, MI	0

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