Beingfit Financial

Overview

Beingfit Financial is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients, offering a mix of financial planning and discretionary portfolio management for individuals and small businesses. Its advisory services include selecting third‑party advisers and delivering educational seminars or workshops, indicating a consultative, client‑education oriented approach. The firm operates as a capital allocator and charges a combination of fee types: a percentage of assets under management, hourly fees, and fixed fees. Beingfit Financial does not position itself as an ESG specialist and does not identify as a multi‑state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives