FIT Financial Consulting LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$6,780,739
Clients
40
0% 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
40
HighAverage account size
$169,518
About
The firm provides financial planning and discretionary portfolio management primarily for individual and high‑net‑worth clients, offering one‑time hourly plans, retainer arrangements for ongoing advice, and implementation through in‑house management or recommended third‑party managers. Engagements include both modular and broad‑based planning and may cover cash flow, retirement, education funding, risk management, and estate coordination.
Investment implementation combines passive, active and Core+Satellite strategies, typically using diversified ETF-based “diversified” portfolios of roughly 20–30 ETFs with semiannual rebalancing, alongside a single-stock specialty option‑enhanced model and fully customized portfolios when requested. The firm also uses options (including a covered‑call overlay in its specialty equity strategy) and sets account thresholds for certain offerings, reserving the specialty stock model and fully customized portfolios for clients meeting higher asset thresholds.
Notably, the firm publishes and provides performance reporting to clients and advertises performance results, a practice that is uncommon among independent advisers of this size; performance materials are drawn from custodian-generated reports and firm snapshots. The firm’s principal holds CFA and CFP designations and also maintains insurance licenses, which the brochure discloses as a separate commercial activity and potential source of compensation.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Active portfolio management
Passive / index investing
ESG / Sustainable investing
Cash flow / budgeting
Fee options
$0 - $50,000: 1.35% annually $50,000.01 - $100,000: 1.25% annually $100,000.01 - $500,000: 1.10% annually $500,000.01 - $1,000,000: 1.05% annually $1,000,000.01 - $2,000,000: 0.95% annually $2,000,000.01 - $5,000,000: 0.80% annually $5,000,000.01 - $10,000,000: 0.55% annually $10,000,000.01+: 0.33% annually
$200 per hour
Account minimum: $300,000 for Specialty Portfolio; $1,500,000 for Customized Portfolios; no minimum for other services Fee-only: Hourly fee of $200 per hour billed in 10-minute increments; retainer engagements available for ongoing advice at hourly fee
Main office location
FIT Financial Consulting LLC
Morton WA, United States
Number of offices
1
Most active in
FIT Financial Consulting LLC has reported serving >5 clients in these states in the last 12 months.
Colorado · Washington
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
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