Advisor at The Fiscal Fitness Company, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
The Fiscal Fitness Company, Inc.
Location
Mandeville, LA
Credentials
Series 65, Series 66
Industry experience
19 years
David Simpson is the sole advisor at The Fiscal Fitness Company, Inc. in Mandeville, LA, holding Series 65 and Series 66 licenses with 19 years of industry experience. He has led the firm since 2006. In addition to advisory services, he is involved in life insurance sales. The Fiscal Fitness Company, Inc. provides investment supervisory services to individuals, trusts, estates, charitable organizations, and business entities, using a portfolio construction approach centered on no-load and load-waived mutual funds and ETFs guided by the NoLoad FundX upgrading strategy. The firm also offers limited-scope financial consulting and operates as a licensed insurance broker, combining advisory and insurance services within a small, solo-advisor practice.
Based on The Fiscal Fitness Company, Inc.
Based on The Fiscal Fitness Company, Inc.
$250 flat fee for abbreviated Financial Report Card service for prospective clients.
$0 - $250,000: 1.50% annually (0.3750% quarterly) $250,001+: 1.00% annually (0.2500% quarterly)
Commission on insurance products such as life, health, disability, and long-term care insurance.
$150 per hour for consulting services (unless discounted).
Mandeville, LA
Louisiana
The Fiscal Fitness Company, Inc.
2006 - Present (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
ChFC®, Series 63
Abita Springs, LA
KLK Capital Wealth Advisors LLC
PFS™, Series 65
Mandeville, LA
GT Financial, Ltd., L.L.C.
Series 65
Mandeville, LA
Toce Financial Group
Series 65
Mandeville, LA
Eagle Capital Management, LLC
Series 63, Series 66
Covington, LA
Pelican Advisory LLC
Series 66
Covington, LA
Live Oak Wealth Management, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")