Paul Witt
Advisor at Wittfit Financial LLC
Updated today
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
Wittfit Financial LLC
Location
Midland, MI 48640-2848
Credentials
Series 65
Industry experience
3 years
About
Paul Witt is the sole advisor at WittFit Financial LLC in Midland, MI, holding a Series 65 designation with three years of industry experience. He has worked at Dow Chemical since 2001, where he serves as a technical leader focused on chemical reactors, optimization, and process modeling. WittFit Financial provides financial planning and investment advisory services primarily to individuals, including young professionals, families in transition, and ALICE households. The firm employs a coach–athlete client relationship model and emphasizes diversified, low-cost mutual funds and ETFs, offering tailored recommendations based on risk tolerance, tax considerations, and personal goals.
Client services
Based on Wittfit Financial LLC
Financial planning
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Market timing
Security ratings or pricing
Expertise
Based on Wittfit Financial LLC
College savings (529s, UTMA, etc.)
General estate planning guidance
Cash flow / budgeting
Fee options
Fixed fees for financial planning services between $100.00 and $999.00 depending on complexity
$100.00 per hour (negotiable)
Fee-only: Fixed fees ranging from $100.00 to $999.00 depending on complexity; hourly fee of $100.00 (negotiable)
Location
5408 Wallbridge Lane
Midland, MI 48640-2848
Most active in
Paul W has reported serving >5 clients in these states in the last 12 months.
Michigan
Work history
Dow Chemical
2001 - Present (25 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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