Fit Wealth Advisors, operating as Fit Wealth, is a registered investment advisor founded in 2018 and based in Grand Island, Nebraska. Fit Wealth provides personalized investment management and financial planning services to individuals, high-net-worth individuals, and business entities. The firm offers two primary portfolio strategies: a Core Portfolio Strategy utilizing diversified global asset allocation models, and a Dynamic Portfolio Strategy that actively manages downside risk using Treasury securities and options. Fit Wealth also partners with third-party money managers and platforms, such as Gradient Investments, Advyzon Investment Management, and Altruist Financial, to offer specialized portfolio options. In addition to investment management, Fit Wealth provides comprehensive financial planning and consulting services, structured around year-round reviews covering cash flow, tax planning, retirement projections, estate planning, and risk management. Fit Wealth also offers consulting services for qualified federal retirement and employer-sponsored plans. Led by Shawn Hanquist and Amanda Hanquist, Fit Wealth operates under a legally required obligation to act in the best interest of its clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 1.00% |
Rates shown are for the Core Portfolio Strategy. The Dynamic Portfolio Strategy charges 1.50% for the first $5,000,000. Fees are negotiable for amounts above $5,000,000.