The Fiscal Fitness Company, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The Fiscal Fitness Company, Inc. provides continuous investment supervisory services to individuals, trusts, estates, charitable organizations and business entities, managing accounts on either a discretionary or non‑discretionary basis and aligning portfolio construction with client objectives and risk tolerance. The firm also offers limited-scope financial consulting and planning advice separate from its ongoing supervisory services.
Portfolios are constructed primarily from no-load and load‑waived mutual funds and exchange‑traded funds, and the firm follows the NoLoad FundX “upgrading” strategy while employing fundamental and technical analysis; it may recommend individual securities, bonds or options when appropriate. Accounts are reviewed at least quarterly with an annual fiduciary reassessment, and custody and trading are directed through the Altruist advisor platform the firm uses.
Distinctively, the firm also operates as a licensed insurance broker and sells life, health, disability and long‑term care insurance on a commission basis, with commission amounts disclosed to clients before contract execution. The combination of the FundX upgrading approach (which can increase trading activity and potential transaction costs or taxable events in non‑qualified accounts), the dual advisory/insurance role, and a small, solo‑advisor practice differentiates its service mix from many independent peers.
Client services
Expertise
Fee options
$250 flat fee for abbreviated Financial Report Card service for prospective clients.
$0 - $250,000: 1.50% annually (0.3750% quarterly) $250,001+: 1.00% annually (0.2500% quarterly)
Commission on insurance products such as life, health, disability, and long-term care insurance.
$150 per hour for consulting services (unless discounted).
Main office
Mandeville LA
Advisors at this office
2
Most active in
Louisiana
Also doing business as
College Funding Options, LLC · The Fiscal Fitness Company, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Forms ADV
Advisors at this firm
David S
Series 66, Series 65
Mandeville, LA
The Fiscal Fitness Company, Inc.
David Simpson is a financial advisor with The Fiscal Fitness Company, Inc., holding Series 65 and Series 66 licenses and bringing 19 years of industry experience. He has been with The Fiscal Fitness Company since 2006. In addition to his advisory role, he is involved in life insurance sales. The Fiscal Fitness Company provides investment supervisory services to individuals, trusts, estates, charitable organizations, and business entities, using a portfolio construction approach centered on no-load and load-waived mutual funds and ETFs. The firm combines fundamental and technical analysis with the NoLoad FundX “upgrading” strategy and also operates as a licensed insurance broker offering various insurance products on a commission basis.
Rachel S
Mandeville, LA
The Fiscal Fitness Company, Inc.
Rachel Simpson is the sole advisor at The Fiscal Fitness Company, Inc. in Mandeville, LA, with 19 years of industry experience. She has led the firm since 2006 and has prior experience as a homemaker. The Fiscal Fitness Company, Inc. provides continuous investment supervisory services to individuals, trusts, estates, charitable organizations, and business entities, using a portfolio approach centered on no-load and load-waived mutual funds and ETFs, including the NoLoad FundX “upgrading” strategy. The firm also offers limited-scope financial consulting and planning and operates as a licensed insurance broker, combining advisory and insurance services within a small, independent practice.
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