Fit Financial Consulting LLC

Fit Financial Consulting LLC (CRD# 173028) is a financial advisory firm headquartered in Morton, WA. They manage $4,273,187 in 77 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
Po Box 13, Morton, WA 98356
http://www.fitfinancialconsulting.com
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    77
    ACCOUNTS
  • Average Account Value
    $55,496
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, WA

Financial Advisors at Fit Financial Consulting LLC
Showing 1 - 1 of 1 top financial advisors.
1
Sean Cooper, financial advisor Morton WA
Sean S. Cooper
CRD#: 5176131
Morton, WA

Sean Cooper, CFA®, CFP® (CRD# 5176131) is an Investment Advisor Representative working at Fit Financial Consulting LLC in Morton, WA and has over 11 years of experience in the finance industry.

 

Fit Financial Consulting, LLC is a Registered Investment Advisor working with individuals and families on financial planning, retirement planning, portfolio, security, and annuity analysis, budgeting, and money management.

 

Sean Cooper is the President and CCO of Fit Financial Consulting LLC.  He attained his MBA with a focus in finance from the University of Colorado and his BSBA with a major in finance from the University of Denver.

 

“After graduating a year and a half early from the University of Denver with my undergraduate degree I went to work in the finance field at the age of 20.  Shortly thereafter I decided one of my goals was to have the ability to retire at the age of 45.  Once I set to work on my budget and savings plan I also decided to build in house and car purchases, expenses for a graduate degree, and several small and one large vacation per year.  By age 27, I had not only met all of my present goals, taking multiple vacations, purchasing my first house, and car, I was also ahead of schedule for my desired retirement at age 45.  My greatest pleasure as a financial consultant and advisor is helping others set and achieve their goals the way I have set about achieving mine.

I believe that bringing money and finance to the forefront of people’s minds, and discussing it openly, can lead to a happier, healthier life, much the same way staying physically fit can.”

 

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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