Claudia Fitch
Fitch Financial Advisors · San Francisco, California
Claudia Fitch is a fee-only financial advisor at Fitch Financial Advisors in San Francisco, California, who holds the CFP credential. Claudia charges a one-time planning fee (one-time plans from $1,000 and no asset minimum) and focuses on retirement planning and tax planning.
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Specialties
Facts
| Firm | Fitch Financial Advisors |
|---|---|
| Based in | San Francisco, California |
| Fee model | One-time planning fee |
| Fees (firm's website) | One-time plans from $1,000 · No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $17.5M across 16 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 1240424 |
| Exams passed | Series 63 (1992) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.fitchadvisors.weebly.com |
| Profile |
How Claudia's firm compares
- A one-time plan starts at $1,000, below the California median of $2,500 for fee-only firms that publish prices.
- Fitch Financial Advisors's average account is about $1.1 million, from its Form ADV (assets managed divided by 16 accounts).
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Questions about Claudia
Is Claudia Fitch a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Claudia holds no broker registration, and Fitch Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Claudia charge for financial advice?
Claudia charges a one-time planning fee.
How much does Claudia charge?
According to Fitch Financial Advisors's website, checked October 30, 2026: one-time plans from $1,000; no asset minimum.
Where is Claudia Fitch based?
Claudia Fitch is based in San Francisco, California.
What does Claudia specialize in?
Claudia's specialties include retirement planning and tax planning.
What credentials does Claudia Fitch hold?
Claudia Fitch holds the CFP credential.
Is Claudia Fitch registered with the SEC?
Yes. Claudia Fitch is registered as an investment adviser representative in CA (CRD 1240424), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fitch Financial Advisors manage?
Fitch Financial Advisors reports $17.5M across 16 accounts in assets under management.
How do I contact Claudia Fitch?
Through Claudia's website, www.fitchadvisors.weebly.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
- Fitch Financial Advisors 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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