DOLLARS & SENSE FINANCIAL FITNESS

DOLLARS & SENSE FINANCIAL FITNESS is an SEC-registered investment adviser (CRD 329901). Regulatory assets under management: $4.0M.

Registration

• CRD: 329901
• Type: Registered investment adviser
• Phone: 270-282-5279
• Latest filing: 2026-05-30
• Regulatory AUM: $4.0M
• Non-discretionary AUM: $4.0M
• Clients: 1
• Accounts: 8

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 329901 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search