Fiscal Fitness, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
85
24% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
85
Very HighAverage account size
$0
About
Fiscal Fitness, LLC provides fee-only, as-needed financial planning and investment advice to individuals, couples, families and some small businesses. Services are offered on a project or hourly basis and the firm works with clients across income and asset levels without preset account minimums.
When engaged, the firm gathers client financial data via a questionnaire and interview, prepares analyses and scenario modeling, and delivers a written summary of observations and recommendations at the close of the engagement; clients may re-engage for follow-up or periodic reviews as needed. Investment advice emphasizes a fundamental, long-term buy-and-hold approach that prioritizes asset allocation and implementation with low-cost, no-load index investments, with rebalancing generally recommended about annually.
Notably, the firm does not provide ongoing discretionary portfolio management and does not charge fees based on a percentage of assets under management, which differs from many independent advisers. Fiscal Fitness is fee-only, does not take custody of client assets, and the principal holds CFP® and retirement-income credentials and participates in national fee-only networks, which shape its project-based, advice-focused practice.
Client services
Financial planning
Educational workshops
Expertise
General retirement planning
General tax planning
Wealth management
Passive / index investing
Cash flow / budgeting
Fee options
Fixed fees based on hourly rate multiplied by estimated hours; fees are negotiable and may be reduced or pro-bono
$350 per hour
Fee-only: Fee-only compensation, no commissions or third-party payments
Main office location
Fiscal Fitness, LLC
211 E. Verona Ave. #4
Verona WI 53593, United States
Number of offices
1
Most active in
Fiscal Fitness, LLC has reported serving >5 clients in these states in the last 12 months.
Wisconsin
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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.
Forms ADV
Quick links
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