Fitch Financial Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$17,468,016
Clients
16
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
16
LowAverage account size
$1,091,751
About
Fitch Financial Advisors LLC provides written financial planning, investment planning and portfolio management alongside tax preparation and representation for individuals and related entities, including trusts, foundations and retirement plans. Services are offered either as finite financial planning projects or as ongoing engagements that include portfolio design, recommendations and periodic reviews.
Advice is individualized and may be implemented on a non‑discretionary or discretionary basis; as of 12/31/2023 the firm reported $17,153,342 under discretionary management and no non‑discretionary assets. Investment work largely uses managed vehicles such as mutual funds and ETFs and employs an active, medium‑to‑long‑term approach that blends fundamental, technical, charting and cyclical analysis.
Distinctive features include a near-even split of firm time between financial planning and tax preparation/representation, and a principal who holds CFP and Enrolled Agent credentials, supporting integrated tax and retirement‑income planning. The firm is a small, long‑established single‑advisor practice with a limited client base, does not vote client proxies, and reports it does not aggregate trades because trading volumes are insufficient to obtain reduced transaction costs.
Client services
Financial planning
Portfolio management
Expertise
Retirement income strategy
General tax planning
Wealth management
Fee options
Occasional one-time setup fee ranging from $150 to $1,000
0.20% to 1.00% annually, fees usually taken directly from client's brokerage account
Hourly fees charged for financial planning projects and tax preparation; specific hourly rate amounts not stated
Account minimum: No minimum stated; however, there is a minimum fee requirement that may not be cost effective below a certain income or asset level. Minimum fee: Minimum fee requirement exists but specific amount not stated Fee-only: Hourly fees charged for financial project and ongoing work; tax preparation and representation fees are hourly
Main office location
Fitch Financial Advisors LLC
San Francisco CA, United States
Number of offices
1
Most active in
Fitch Financial Advisors LLC has reported serving >5 clients in these states in the last 12 months.
California
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.
-
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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