Dollars & Sense Financial Fitness

Overview

Dollars & Sense Financial Fitness operates as an independent, owner‑run limited liability company focused on serving individuals and families. The firm provides financial planning and portfolio management for individual clients and small businesses. Its compensation combines a percentage-of-AUM fee schedule with hourly billing, and it reports managing client assets on a non-discretionary basis. The adviser does not identify as an active ESG investor and is not positioned as a capital allocator or pension consultant. It remains a single‑state, individually owned RIA rather than a multi-state or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives