A complete list of active advisors currently associated with The Fiscal Fitness Company, Inc.

Warmer can help you find a great advisor at The Fiscal Fitness Company, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at The Fiscal Fitness Company, Inc., 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.