F
Fitbux RIA LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,100,000
Clients
180
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
180
Very HighAverage account size
$28,333
About
The firm provides discretionary portfolio management primarily to individual and high‑net‑worth clients and also directs client assets to a third‑party digital platform for custody and execution. It offers ongoing portfolio monitoring and implements investment programs based on each client’s goals, time horizon, and risk tolerance.
The firm uses a mix of model and custom portfolio strategies available through the Betterment for Advisors platform, including Betterment‑constructed portfolios, third‑party model portfolios, and Advisor‑designed Custom Portfolios, and employs methods such as fundamental, technical, charting, and cyclical analysis alongside long‑term trading and periodic rebalancing. Clients on the platform can access automated features (e.g., dividend reinvestment, tax‑loss harvesting, and asset‑location services), while the firm conducts account reviews on a periodic basis.
What is unusual for a solo independent adviser of this size is the firm’s affiliation with a separate technology company that licenses proprietary algorithms and offers subscription services for financial and student‑loan planning through an affiliated entity; those products may be offered to clients (with conflicts disclosed and purchases optional). The firm has also moved away from offering standalone financial planning and consulting services and has clarified reliance on the Betterment platform as part of its service model.
Client services
Portfolio management
Selection of other advisers
Expertise
Passive / index investing
Tax-loss harvesting
Fee options
All Assets+: Up to 1.50% annually (standard fee 0.5%) Amounts invested via Betterment platform+: Wrap fee tiered from 0.12% to 0.25% of account balances
Minimum fee: Fitbux RIA may waive its minimum fee and/or charge lesser fees at its discretion based on various criteria; specific minimum fee amounts not clearly stated Fee-only: Fitbux RIA offers fee-based financial planning and investment management services; no commission fees charged
Main office location
Fitbux RIA LLC
Pflugerville TX, United States
Number of offices
1
Most active in
Fitbux RIA LLC has reported serving >5 clients in these states in the last 12 months.
California · Colorado · Georgia · Michigan · Ohio · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")