FIT Advisors LLC

Overview

FIT Advisors LLC is a small, independent registered investment adviser operating as a limited liability company with an individual owner. The firm serves both individual and family clients as well as some institutional relationships, delivering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee model is flexible—charging a percentage of assets under management alongside hourly and fixed-fee arrangements—consistent with a boutique advisory practice that accommodates both ongoing wealth management and project-based engagements. Investment behavior is equity‑tilted. The firm shows a clear preference for exchange‑traded equities as the primary building block of client portfolios and supplements equity exposure with mutual funds and third‑party real estate investments. FIT Advisors is not an active ESG investor and is structured as a single‑state, non‑multi‑state adviser, which suggests a regionally focused practice that relies on third‑party managers for alternative exposures rather than acting as a direct capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices