Fiscal Fitness, LLC

Overview

Fiscal Fitness, LLC is an independent registered investment adviser organized as a limited liability company and registered in Wisconsin. The firm is owner-operated and focuses on serving individual and family clients through financial planning services rather than institutional or pension consulting work. Its billing model leans toward hourly and fixed-fee engagements, with other non-asset-based fee arrangements also listed. The firm does not present itself as an active ESG investor, and it is not described as a capital allocator or a multi-state advisory platform. Advisory activity is centered on financial planning rather than investment product manufacturing or third-party manager-of-managers services.

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Location & Offices