FIT Wealth

Overview

FIT Wealth is organized as a limited liability company and appears to operate under individual ownership. The firm functions as a capital allocator and delivers fee-based advisory services using a mix of percentage-of-AUM and fixed-fee billing. Its advisory activities emphasize financial planning and portfolio management for individuals and small businesses, plus selection-of-other-advisers and pension consulting support. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser. Industry relationships include affiliations with an insurance company and a real estate broker, indicating connections to insurance and real estate channels that could influence product sourcing or client referrals.

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Investments & Alternatives

Location & Offices