Financial Fitness fees and pricing
Financial planner in Las Vegas, Nevada. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 8, 2024, Financial Fitness charges a flat or project fee of $100-$1,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 8, 2024. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $100-$1,500
“The negotiated fixed rate for creating client financial plans is between $100 and $1,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Financial Fitness bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
- “Clients may terminate the agreement without penalty for a 4 full refund of FIN's fees within five business days of signing the Investment Advisory Contract.”
- “Clients may terminate the agreement without penalty, for full refund of FIN’s fees, within five business days of signing the Financial Planning Agreement.”
How Financial Fitness’ fees compare
- Its flat or project fee of $100-$1,500 is below the Nevada median of $5,000. 8% of the 50 other Nevada planners that publish a flat or project fee charge less.
- 1 of the 26 other planners in Las Vegas that publish a flat or project fee charge less.
About Financial Fitness
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2022 (4 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Employees
- 1
- Works with
- Businesses and other
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $3,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 323798
- Phone
- (774) 271-7678
Other planners in Las Vegas that publish fees
- Adaptive Wealth EngineeringLas Vegas$500/hr
- Backbone Planning Partners LLCLas Vegas$500-$15,000, $5,000-$50,000/yr
- Bird Spring Financial LLCLas Vegas$350-$500/hr, $525-$7,500
- Black Card CircleLas Vegas$350/hr, $1,500-$50,000
- Buckley WealthLas Vegas$50,000, $50,000/yr
- Clarity Council Financial, LLCLas Vegas$200/hr, $1,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.