Wittfit Financial LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
WittFit Financial provides financial planning and investment advisory services aimed at individuals, with an expressed focus on young professionals transitioning into careers, families in transition, and ALICE (Asset Limited, Income Constrained, Employed) households. Offerings include comprehensive financial planning, employee benefits and retirement-account coaching, individual security and portfolio analysis, and group seminars or workshops (the firm notes it may charge a fee for seminars).
The firm describes its client relationship as a coach–athlete model and tailors recommendations to each client’s risk tolerance, tax considerations, age, income, net worth, and goals. It generally favors diversified, low‑cost mutual funds and ETFs while employing fundamental analysis and the capital asset pricing model to evaluate security valuation and portfolio fit when providing more specific recommendations; services include asset-allocation guidance, periodic rebalancing, and on‑demand account or plan reviews.
Compared with many investment-manager firms, WittFit does not maintain assets under management, does not accept discretionary or custody accounts, and bills on fixed and hourly fee arrangements rather than by a percentage of AUM. The firm is recently established and led by an owner with a Ph.D. who retains full‑time industry employment, and it supplements one‑on‑one coaching with public offerings such as fee-based seminars and written reports on request.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Market timing
Security ratings or pricing
Expertise
College savings (529s, UTMA, etc.)
General estate planning guidance
Cash flow / budgeting
Demographic focus
Young Professionals
Parents
Fee options
Fixed fees for financial planning services between $100.00 and $999.00 depending on complexity
$100.00 per hour (negotiable)
Fee-only: Fixed fees ranging from $100.00 to $999.00 depending on complexity; hourly fee of $100.00 (negotiable)
Main office location
Wittfit Financial LLC
5408 Wallbridge Lane
Midland MI 48640-2848, United States
Number of offices
1
Most active in
Wittfit Financial LLC has reported serving >5 clients in these states in the last 12 months.
Michigan
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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