Wellfit Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wellfit Financial provides asset management and financial consulting primarily to individual and high‑net‑worth clients, constructing portfolios composed mainly of ETFs, mutual funds and other publicly traded securities. The firm also uses third‑party sub‑advisory services (Morningstar Managed Portfolios) for some accounts.
The firm emphasizes continuous account supervision with at least quarterly reviews and annual rebalancing, and employs fundamental, technical and cyclical analysis across both long‑term and short‑term purchase strategies. Cash positions are generally held in conservative instruments—money market funds, FDIC‑insured CDs, high‑grade commercial paper or government debt—to preserve liquidity and support fee debits.
Distinctive for its peer group, Wellfit reports the majority of its regulatory assets (about $9.6 million) are managed on a non‑discretionary basis, and the firm does not accept discretionary trading authority (clients or separate third‑party managers execute trades under separate agreements). The firm also discloses custodial and platform arrangements that provide bundled research and operational support and notes recent custodial transitions involving Altruist and Morningstar/AssetMark, factors that may influence execution and operational processes relative to peers.
Client services
Expertise
Fee options
$0 - $249,999.99: 1.65% $250,000 - $999,999.99: 1.25% $1,000,000 - $2,499,999.99: 1.00% $2,500,000+: 0.75%
Main office
11811 N. Tatum Blvd., #3031
Phoenix AZ 85028
Advisors at this office
1
Most active in
Arizona
Also doing business as
Lane Financial, P.C. · Wellfit Financial
Disclosures
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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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