The Fiscal Fitness Company, Inc.
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 140768
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· WWW.FISCALFITNESSCOMPANY.COM
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ADV data as of Mar 20, 2025
- Regulatory AUM
- $16.6M
- Discretionary
- $16.6M
- Clients
- 66
- Avg AUM / client
- $252K
- Accounts
- 66
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 61 | $9.4M | 56.3% |
| High net worth individuals | 5 | $7.3M | 43.7% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Rachel Hanna Simpson | Registered representative | Oct 2006 (20y) | ||
| David Guyton Simpson | Registered representative | Jun 2007 (19y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/20/2025 | 990 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Commissions
- • Other fees
- • NEGOTIABLE FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 20, 2025.
View current Form ADV (SEC/IAPD) ↗