F
Fitbux RIA LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,100,000
Clients
180
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
180
Very HighAverage account size
$28,333
About
Fitbux RIA LLC provides fee‑based financial planning and discretionary investment management to individual and high‑net‑worth clients. Services described in the brochure include portfolio management, one‑time and ongoing financial planning, and debt and student‑loan consulting.
The firm tailors portfolios to each client’s stated goals, time horizon and risk tolerance and may employ fundamental, technical, charting and cyclical analysis as part of its investment process; clients who grant discretionary authority sign a limited trading authorization. For execution and custody the firm directs clients to the Betterment for Advisors platform, with Betterment acting as a sub‑advisor and collecting its platform fee in addition to the firm’s advisory fee.
A notable feature of the firm is its affiliation with a separate technology business that owns proprietary algorithms for financial and student‑loan planning and offers subscription services through an affiliated entity, a practice the brochure identifies as a potential conflict of interest. The firm discloses these relationships in its brochure, states clients are not required to purchase those subscriptions, and describes mitigation measures including fiduciary obligation and client choice of other providers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Debt management
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Financial planning flat fees range from $250 to $2,000
Maximum annual fee of 1.5% of total assets under management, billed monthly in arrears
$250 per hour for financial planning services
Ongoing consultations range from $10 to $60 per month
Main office location
Fitbux RIA LLC
Pflugerville TX, United States
Number of offices
2
Most active in
Fitbux RIA LLC has reported serving >5 clients in these states in the last 12 months.
California · Colorado · Georgia · Michigan · Ohio · 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:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
Forms ADV
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