The Fiscal Fitness Company, Inc.

Overview

The Fiscal Fitness Company, Inc. is an independent registered investment adviser operating as a corporation and owned by an individual. Its client focus is individuals and families, and its advisory scope centers on financial planning and portfolio management for individuals and small businesses. The firm also functions as an insurance broker, which suggests it integrates insurance placement with its planning work. Fee arrangements are flexible: the firm uses percentage-of-AUM billing alongside hourly and fixed fees, and it also receives commissions and other compensation. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives