FISCAL FITNESS, LLC

Overview

Fiscal Fitness, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm’s client focus is individual and family households, and its primary advisory offering is financial planning rather than institutional portfolio management or pension consulting. Fee arrangements include hourly billing, fixed fees and other non‑asset‑based charges, indicating the firm positions itself around planning engagements and fee-for-service work. Regulatory and operational details in the source are limited: the year of SEC registration is not specified, the firm is not identified as a multi‑state adviser, and it is not classified as a capital allocator. Fiscal Fitness does not report acting as a pension consultant or having related-adviser relationships, and it is not flagged as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices