FIT Financial Consulting LLC
Firm details
- Headquarters
- ,
- CRD number
- 173028
- Website
- fitfinancialconsulting.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
FIT Financial Consulting LLC is an independent, owner-operated wealth advisory firm organized as an LLC. The firm focuses on individual and family clients and offers financial planning, portfolio management for individuals and small businesses, and selection of other advisers. It operates as a capital allocator—sourcing third-party managers for certain strategies—and bills clients on a percentage-of-assets basis and via hourly fees. The firm is state-registered in Colorado and Washington and does not position itself as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds69%
- Cash & Cash Equivalents28%
- Exchange Traded Equities3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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