FIT Wealth

Overview

FIT Wealth is organized as a limited liability company controlled by an individual owner and positions itself as a capital allocator that provides advisory services to private clients. Its stated business activities include financial planning, portfolio management for individuals and small businesses, pension consulting services and the selection of other advisers. Compensation is reported to come from a percentage-of-AUM schedule and from fixed fees. The firm is not flagged as an active ESG investor and does not report multi-state adviser status. Industry affiliations listed in the source material include connections to an insurance company and a real estate broker, which may reflect referral or platform relationships rather than in‑house product manufacturing.

Assets & Accounts

Investments & Alternatives