Christopher Fitts
Bortolussi Wealth Management · Southborough, Massachusetts
Christopher Fitts is a fee-only financial advisor at Bortolussi Wealth Management in Southborough, Massachusetts. Christopher focuses on retirement planning, estate & legacy planning and small business owners. Bortolussi Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Founders
- Physicians
- Executives
- Ultra high net worth
Facts
| Firm | Bortolussi Wealth Management |
|---|---|
| Based in | Southborough, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $86.0M across 319 accounts |
| SEC registration | Investment adviser representative in MA · CRD 6911259 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.bortowm.com |
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Questions about Christopher
Is Christopher Fitts a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christopher holds no broker registration, and Bortolussi Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Christopher charge for financial advice?
Christopher's firm, Bortolussi Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Christopher Fitts based?
Christopher Fitts is based in Southborough, Massachusetts.
What does Christopher specialize in?
Christopher's specialties include retirement planning, estate & legacy planning and small business owners. Christopher works with retirees, pre-retirees, founders, physicians and executives.
Is Christopher Fitts registered with the SEC?
Yes. Christopher Fitts is registered as an investment adviser representative in MA (CRD 6911259), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bortolussi Wealth Management manage?
Bortolussi Wealth Management reports $86.0M across 319 accounts in assets under management.
How do I contact Christopher Fitts?
Through Christopher's website, www.bortowm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Bortolussi Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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