Fit Wealth fees and pricing
Financial planner in Grand Island, Nebraska. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 4, 2026, Fit Wealth charges a flat or project fee of $1,500-$30,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 4, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,500-$30,000
“INITIAL COMPREHENSIVE FINANCIAL PLAN FEES Services are offered based on a flat fee of $1,500 - $30,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Fit Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed monthly or quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous period.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
- “Any fees payable to Altruist LLC in connection with the Model Marketplace are in addition to Fit Wealth’s advisory fee and are charged separately to clients.”
How Fit Wealth’s fees compare
- Its flat or project fee of $1,500-$30,000 spans the Nebraska median of $5,000. 88% of the 32 other Nebraska planners that publish a flat or project fee charge less.
About Fit Wealth
- Firm size: 3 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2026.
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
- 3% a year
- Employees
- 3
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 315858
- Phone
- (308) 383-9376
Other planners in Grand Island that publish fees
- Brokerage SpecialistsGrand Island$185/hr
- Plains Advisory LLCGrand Island$300/hr
- Spiehs Wealth Management, Inc.Grand Island$200/hr
- 402 FinancialLincoln$150/hr, $1,000-$5,000
- Alphaomega Wealth Management, LLCLincoln$500-$10,000, $150-$2,000/mo
- Alta Strada Wealth ManagementLincoln$400/hr, $50,000
Is something on this page wrong or out of date?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.