Dollars & Sense Financial Fitness

Overview

Dollars & Sense Financial Fitness is an independent, owner-operated registered investment adviser organized as a limited liability company and state-registered in Kentucky. The firm serves individual and family clients — including small business owners — providing financial planning and portfolio management. Its pricing blends a percentage-of-assets model with hourly charges for advisory work. The firm does not position itself as a capital allocator, is not active in ESG investing, and does not operate as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices