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FIT Financial Consulting LLC
Fit Financial Consulting LLC provides financial planning and investing focused on clients' goals and aspirations. Plans begin with a discovery meeting and a...
Overview
Fit Financial Consulting LLC provides financial planning and investing focused on clients' goals and aspirations. Plans begin with a discovery meeting and a customized comprehensive financial plan. The firm offers fee-only investment advice and is bound by fiduciary duty to act in clients' best interests at all times. It provides wealth and asset management and works predominantly with medical professionals.
General information
Firm type
RIA
Location
City
Morton
Principals
Sean
Investment Advisor; CFA® and CFP®; MBA (finance) University of Colorado; BSBA (finance) University of Denver
Sean Cooper
Sector focus
Frequently asked questions
Is FIT Financial Consulting LLC a state-registered investment adviser?
There is no public record of SEC registration under the name FIT Financial Consulting LLC. The firm's regulatory status is unconfirmed.
What investment strategy does FIT Financial Consulting LLC pursue?
No asset-class preferences, stage focus, or sector allocations have been disclosed publicly.
Where is FIT Financial Consulting LLC headquartered?
No office address is available in public filings or directories.
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