Fitch Financial Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 113726
- Website
- fitchadvisors.weebly.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Fitch Financial Advisors LLC is an independent, owner-operated registered investment adviser that serves individual and family clients, including small businesses. Its advisory services focus on financial planning and discretionary portfolio management for individuals and small-business owners. The firm charges a mix of fee structures — asset-based fees, hourly billing, and fixed fees — rather than relying solely on percentage-of-AUM billing. FINTRX data indicate it does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities45%
- Cash & Cash Equivalents20%
- US Government Bonds10%
- State & Local Bonds10%
- Investment Grade Corp Bonds10%
Contacts
1 of 1
Claudia Fitch
Managing Principal and FounderCRD 1240424
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Mike Sena Advisors, Inc.
RIAFlattery Wealth Management LLC
RIANorth Kansas City, MO
Legacy Global Management, L.L.C.
RIASkylid Capital Management, Inc.
RIAAspen Financial, Inc.
RIAPivotal Wealth And Tax
RIAPreston, MN