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fit wealth management

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centennial, CO

Additional Information

FIT Asset Management is an investment management firm founded in 1987 that uses fundamental analysis for buying decisions and 100% technical analysis for selling decisions in individual stocks. The firm manages portfolios including FIT Alpha SMID (small and mid-cap stocks under $20 billion market cap) and FIT ACE Large Cap Core (large and mega cap companies).

CERTIFIED FINANCIAL PLANNER (CFP®)

Specializes in

Individual stock selectionTechnical analysis for sell disciplineFundamental analysis for buy disciplineSmall and mid-cap stocksLarge and mega cap stocksDownside protection with upside capture

Services

Investment management servicesWealth managementPortfolio managementSignal agreements for automated tradingAccess through Charles Schwab Managed Accounts platformReal-time buy and sell ordersNewsletterClient meetingsEstate planning coordinationTaxation planning coordination+1 more

Established 1987

Additional information extracted from the firm's public website. Last updated: August 8, 2026

Contact Information

Phone: (303) 618-3587

Website: https://www.fitassetmanagement.com

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Frequently Asked Questions

How much does a financial advisor cost in centennial?

Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.

What's the difference between a financial advisor and a financial planner?

A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.

When should I hire a financial advisor?

Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.

How do I verify a financial advisor's credentials?

Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.

What should I ask a financial advisor at the first meeting?

Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.