# Fiscal Fitness, LLC

> Fiscal Fitness, LLC is a state-registered investment advisory firm in Verona, WI, registered since 2007, with no regulatory assets under management reported in its Form ADV filing dated February 20, 2026.

- CRD: 140148
- Filed as: FISCAL FITNESS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Verona, WI
- Filing period: October 2026
- Form ADV filing dated: February 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/140148
- AdvisorCensus page: https://advisorcensus.com/firm/fiscal-fitness-llc-verona-wi-140148

## Quick answers

**How is Fiscal Fitness, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Fiscal Fitness, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Fiscal Fitness, LLC located?**
Fiscal Fitness, LLC's principal office is in Verona, WI, according to its Form ADV.

**Is Fiscal Fitness, LLC registered with the SEC or a state?**
Fiscal Fitness, LLC is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 140148.

**What types of clients does Fiscal Fitness, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (65); high net worth individuals (20).

**Does Fiscal Fitness, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/140148

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 65 | $0 |
| High net worth individuals | 20 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Other

### Firm details
- Registered since: 2007 (19 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [fiscalfitnessmadison.com](https://fiscalfitnessmadison.com)
- [kathyhankard.com](https://kathyhankard.com)
- [shapeupyourfinanciallife.com](https://shapeupyourfinanciallife.com)
- Facebook @fiscalfitnessmadison
- LinkedIn @kathyhankard

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fiscal Fitness, LLC (CRD 140148): Form ADV filing data as of October 2026.