FINANCIAL INVESTMENT TEAM ("FIT")
SEC RegisteredYour comprehensive financial planning and tax team
About the firm
Financial Investment Team (FIT) is a financial services business specializing in direct asset management. The firm offers a comprehensive approach to planning, including tax preparation services for investment clients, as well as assistance with Medicare and healthcare needs.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Direct asset management, comprehensive financial planning, tax preparation, and Medicare and healthcare assistance.
Who they serve
Investment clients seeking comprehensive financial planning, tax preparation, and Medicare and healthcare assistance.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 279 | $122M |
| High Net Worth Individuals | 24 | $88M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 1.60% |
| Next $500,000 to $1 million | 1.35% |
| All assets if balance greater than $1,000,000 (flat) | 1.10% |
Data as of February 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FINANCIAL INVESTMENT TEAM ("FIT") has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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