A Better, Less Stressful Way To Invest

FitBUX's one-of-a-kind technology allows you to:

  • Visualize your current overall level of financial risk 
  • Easily make allocation adjustments
  • Adjust your investments over time to stay the course as life happens
  • Connect with a Financial Expert to review your plan anytime

A Better Way To Invest

FitBUX is the only company that looks at the entire you. Therefore, your investments are truly customized.

How It Works

Join FitBUX

Complete your FitBUX profile so we can calculate your FitBUX Score. It gives you and us a clear understanding of your current financial picture.

Open Investment Account

Open a FitBUX Investment account, powered by Betterment, in minutes. Rollover your 401k/403b, open an IRA, start a taxable account.

Enjoy Automatic Adjustments

Our technology will manage your investment account based on your ability to take risk and provide you with  recommendations based on your overall financial plan and goals.

Our Investment Accounts

Investing Strategies Customized To You!

We factor in your human capital, current investments, cash flow, debt, and behavior into our approach.  This gives us unique insight into the level of risk you can afford to take today, and in the future.

Once we establish a baseline, we will automatically rebalance your investments to match the level of risk you can take as it evolves over time.

Fitbux investment Technology

Customized To You

Education, debt, investments... everything factors into our investment advice.

Powered By Tech.

We use your FitBUX Score to assess the level of risk you can bare today and in the future.

With Real People

Being able to talk to a true financial expert matters. With FitBUX, you can talk to your FitBUX Coach whenever you have questions.

At A Low Cost

On average, investment advisors charge 1.17%.  FitBUX only charges 0.50%.

Additional Investing Technology & Service

FitBUX Student Loan Planner Is Looking At The Big Picture
Are You Taking Too Much Risk? Too Little? Just Right?

Once you enter the holdings from your 401k, ROTH IRA, taxable accounts, etc or link them directly on our platform, we will calculate the level of risk you're currently taking across ALL your accounts.

From there, we will recommend adjustments as needed, either right away or down the road as your situation evolves. We can automate this process if you wish.

FitBUX Student Loan Planners Save You Money
Your Investments And Your Financial Plan

When you build a FitBUX financial plan, we will notify you when it's time to increase (or decrease) your contributions to your investment accounts as your situation evolves. 

Got Questions? We Have Answers

Do you have investment questions or any money related questions? Build your profile and schedule a call with one of our expert Coaches at no additional cost! 

Investing The Way It Should Be


The Big Picture

We look at your entire financial profile which includes your human capital, financial assets and debt.

Real People

Need help from a true financial expert?  You can do so with FitBUX!

Low Cost

FitBUX's expense is 57% less than the traditional investment advisor.

The Other Companies

Only Look At Small Picture

Only look at the amount you're investing with them.  They ignore everything else!

Can't Speak To Anyone

Robo-advising is inexpensive but you can't speak to anyone if you need help.

High Cost

Traditional advisors will cost you more than double what we charge. Plus you may have to pay each time you speak to them.

Who Should Use FitBUX's Investment Accounts

  • You aren't a millionaire
  • You want an easy way to invest
  • You want to speak to a real person
  • You are saving for the tax bomb on an income-driven repayment plan
  • You are a beginner to investing and looking for a place to start
  • You want to invest in individual stocks
  • You want to invest in crypto currency
  • You want to do your own trades


How much does FitBUX's investment accounts cost?

We only charge a fee equal to 0.50% of assets under management (AUM) annually. For example, if you have $10,000 invested with us, it will cost you $50 per year.  That fee is split between FitBUX and our technology partner, Betterment.  

For comparison, other companies charge 1.17% per year on average, more than twice as much. 


Do you use any 3rd party technologies?

Yes, we have partnered with Betterment.  They have outstanding technology that allows us and our clients to easily open accounts, auto rebalance your account, and use tax loss harvesting when appropriate to optimize your returns.


What can I invest in?

We design all of our portfolios using cost efficient ETFs.  We will help you choose the right allocation that works for your financial situation and goals.


Why can't I choose individual investments, stocks, and crypto currency?

Our approach to building investment accounts uses ETFs as those combined low fees and many ways to build the optimal portfolio for our members. However, we do believe that FitBUX Members who feel comfortable with a more hands-on approach using different type of securities should feel free to do so.

In fact, we hope all FitBUX Member's one day have the understanding to handle these kind of products and investments strategies.If you decide to take a more proactive approach, then make sure to include these accounts as port as your FitBUX profile  to ensure that you always look at the entire picture when using our financial planning platform and tools.


How does FitBUX compare to a Fidelity or Vanguard?

Vanguard is fantastic. That is why we have a portfolio that consists of only Vanguard ETFs!

The primary difference between FitBUX and going straight to Vanguard or a company like Fidelity, is that our FitBUX Coaches look at your complete financial profile when defining the optimal asset allocation.  

Often times, the call center you call at Vanguard and Fidelity are staffed with entry level financial professionals that only look at your investment with them in silos.

What type of accounts can I open?

Working with FitBUX, you can open many different types of accounts: Taxable accounts, rollover 401k, rollover 403b, traditional IRAs, Roth IRAs, SEP IRAs, and Inherited IRAs.

We Look Forward To Speaking With You Soon!