Firm
Fit Financial Consulting
Morton, Washington
Fee-only
Facts
| Based in | Morton, Washington |
|---|---|
| Website | fitfinancialconsulting.com |
| Phone | (720) 808-6979 |
Fit Financial Consulting fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Hourly | $200 an hour |
|---|---|
| Asset-based fee | 0.33% to 1.35% a year |
| Account minimum | None |
| How it charges | Percentage of assets · Hourly |
In the firm's words
"For financial planning services I charge $200.00 per hour" source
"My annual fee for asset management services ranges from 0.33%-1.35% depending on assets under management." source
"My annual fee for asset management services ranges from 0.33%-1.35% depending on assets under management." source
"No, I do not currently have any minimums." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $7 million |
| Individual clients | 40 |
| Financial planning | Offered |
| Form ADV filed | October 9, 2026 |
| SEC record | CRD 173028 |