Fee-OnlyFinder

Fiscal Fitness, LLC

Financial planning in Verona, WI

State registeredNo commissions reported

Call (608) 848-1133Send a messageMap ↗

Public-record details

Address
211 E. Verona Ave. #4, Verona, WI 53593
Phone
(608) 848-1133
Listed under
Financial planning, Hourly fees, Flat / fixed fees
CRD number
140148
Registration
State registered: WI
Compensation (Form ADV 5.E)
Hourly charges; Fixed fees; Other (Fees for Educational Workshops)
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning
Clients reported (Form ADV 5.D)
85
Individual / high-net-worth clients
65 / 20
Employees
1
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-02-20

State registered (WI) investment adviser, CRD 140148, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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