Fit Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$64,300,000
This total excludes 9 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
36
56% high-net worth
Advisors
1
of 2 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
36
HighAverage account size
$1,786,111
About
FIT Advisors provides fee-only financial planning, discretionary portfolio management, and retirement-plan consulting to individuals and high-net-worth clients. The firm manages about $68.7 million for a small client base and also offers tailored ongoing planning and advisory retainers for self‑employed clients and plan sponsors.
The firm emphasizes a primarily passive, asset-allocation model approach, implementing model portfolios composed largely of no‑load mutual funds and ETFs and using individualized Investment Policy Statements to guide periodic rebalancing and tax‑loss harvesting; it may use sub‑advisers such as Dimensional Fund Advisors. Financial planning is integrated with investment management and covers a broad set of topics including cash-flow analysis, estate planning, tax planning strategies, and business‑owner consulting.
FIT Advisors is notable for the owner’s accounting and tax background—an advanced degree in taxation and prior experience as a tax manager at a Big Four firm—which informs the firm’s tax planning focus and coordination with other tax and legal professionals, an emphasis that is less common among peers. The firm also maintains a small, hands‑on client roster, offers dedicated services for business owners and retirement plans, and operates on Schwab’s institutional platform for custody and execution.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Tax-loss harvesting
Business ownership considerations
Retirement plans for business owners (SEP, solo 401k)
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $5,000,000: 0.75% annually Above $5,000,001+: 0.50% annually
$200 per hour for retirement plan consulting; $400 per hour for standalone financial planning
Minimum fee: $500/year minimum for retirement plan services; $250 minimum annual fee for Dimensional Fund Advisors sub-advised accounts Fee-only: Comprehensive financial planning starting at $1,750 per month; Self-employed/business owner planning starting at $2,000 per month; Hourly financial planning $400/hour
Main office location
Fit Advisors LLC
Redondo Beach CA, United States
Number of offices
2
Most active in
Fit Advisors LLC has reported serving >5 clients in these states in the last 12 months.
California · Illinois · Texas
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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
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.
Forms ADV
Quick links
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")