The Fiscal Fitness Company, Inc.

Overview

The Fiscal Fitness Company, Inc. operates as an independent registered investment advisor (RIA) focused on providing financial planning services and portfolio management for individuals and small businesses. The firm is structured as a corporation and is owned by an individual. While it does not engage in capital allocation or act as a pension consultant, it does have a diverse fee structure that includes a percentage of assets under management (AUM), hourly charges, fixed fees, and commissions. The firm also functions as an insurance broker, integrating insurance solutions into its financial planning offerings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices