Financial, Insurance, and Tax Planning Group
FIT Planning Group is an independent financial advisory firm in Placentia, California, offering fiduciary investment, retirement, insurance, and tax planning services to individuals, business owners, and real estate investors via a referral-based, human-advisor model under the Money Concepts network.
- Company typePrivate
- Founded2005
- HeadquartersPlacentia, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Financial, Insurance, and Tax Planning Group does
FIT Planning Group is a privately held, independent financial services firm headquartered in Placentia, California, founded in 2005. The firm delivers comprehensive financial planning services spanning fiduciary investment management, retirement planning, insurance planning, and tax planning, organized into four client-segment modules: Early to Mid Career professionals, Mid to Late Career/Pre-Retirees/Retirees, Business Owners, and Real Estate Investors. It operates under the Money Concepts network (Money Concepts Capital Corp. for broker-dealer services, Money Concepts Advisory Service as its SEC-registered investment advisor, and Money Concepts International for non-securities distribution), while explicitly disclaiming affiliation with Money Concepts Capital Corp.
The firm's business model is a referral-based advisory practice: client acquisition is generated through community organizations and business professional relationships, with services delivered via direct personal consultations at the Placentia office and via phone and email. Pricing is not publicly disclosed and is quote-based. The firm supplements its advisory offering with a content marketing footprint — articles, newsletters, a tax center (glossary, calendar, federal forms/publications), financial calculators, and a learning center — used primarily to attract and educate prospective clients rather than to deliver self-service financial products.
There is no disclosed technology platform, no AI/ML capabilities, no proprietary software, and no integrations. The offering is relationship-driven, human-advisor-centric, and geographically anchored to Orange County, with state-level registration restrictions inherited from the Money Concepts registered representative framework. Revenue, AUM, and headcount figures are not disclosed; the firm is privately held with no disclosed funding, institutional investors, or parent-subsidiary relationships.
Financial, Insurance, and Tax Planning Group firmographics
Firmographics- Name
- Financial, Insurance, and Tax Planning Group
- Legal name
- FIT Planning Group
- Website
- https://fitpgroup.com
- Company type
- Private
- Founded year
- 2005
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- FIT Planning Group is an independent financial advisory firm in Placentia, California, offering fiduciary investment, retirement, insurance, and tax planning services to individuals, business owners, and real estate investors via a referral-based, human-advisor model under the Money Concepts network.
- Ownership category
- akta.pro rank
Financial, Insurance, and Tax Planning Group industry classification
Industry- Product category
- Personal Financial Advisory and Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282), Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Comprehensive Financial Planning (FSAEAAAA)
- akta.pro secondary industries
- Retirement & Pension Planning (401(k)/IRA) (FSAEAAAD), Financial Planning–Led RIAs (FSAAACAB)
Keywords
Where Financial, Insurance, and Tax Planning Group is headquartered
LocationHeadquarters
- HQ city
- Placentia
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Financial, Insurance, and Tax Planning Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Financial Planning and Advisory Services: The firm provides comprehensive financial planning services including insurance, retirement planning, fiduciary investment services, and tax planning. Revenue is generated through advisory fees associated with these financial planning services delivered under the Money Concepts network.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
Financial, Insurance, and Tax Planning Group product offering
Product offeringCore offering
FIT Planning Group provides comprehensive financial planning services for individuals and business owners, including fiduciary investment advisory, retirement planning, insurance planning, and tax planning under an integrated "Personal CFO" model. The firm is an independent registered investment advisory practice that operates under the Money Concepts financial services network for securities custody and compliance infrastructure, generating revenue through advisory fees for ongoing planning engagements.
Product overview
FIT Planning Group is a financial planning services firm offering a unified suite of advisory services through their network affiliation with Money Concepts. The core offering consists of comprehensive financial planning services including fiduciary investment management, insurance planning, tax planning, and retirement planning. Services are segmented into specialized modules targeting distinct client segments: Early to Mid Career professionals, Mid to Late Career/Retirees, Business Owners, and Real Estate Investors. The firm supplements its advisory services with educational resources (Planning Center with articles, newsletters, and learning materials) and practical tools (Tax Center with glossary, calendar, forms, and publications, plus financial calculators).
Differentiator
Problem solved
Functional benefit
Products and services
- Comprehensive Financial Planning Services End-to-end financial planning engagement that integrates investment, insurance, tax, and retirement strategy under a single ongoing advisory relationship for individuals and business owners.
- Retirement Planning Services Retirement income planning, Social Security optimization, sustainable withdrawal strategy, and wealth preservation services for individuals approaching or living in retirement.
- Business Owner Financial Planning Services Integrated personal and business financial planning for entrepreneurs and business owners, including business valuation, exit and succession strategies, tax-efficient business structures, and employee benefit planning.
- Tax Planning Services Tax planning and preparation support services for clients, including access to a tax glossary, federal tax calendar, federal tax forms, and federal tax publications for integrated financial and tax strategy.
- Real Estate Investor Financial Planning Services Financial planning services for real estate investors covering investment property financing, 1031 exchanges, rental income planning, and portfolio real estate integration into comprehensive wealth strategy.
- Fiduciary Investment Advisory Services SEC-registered fiduciary investment advisory services delivered under the Money Concepts Advisory Service platform, providing client-best-interest investment management and portfolio strategy.
- Insurance Planning Services Insurance product advisory and planning services covering life, disability, and other personal/commercial insurance needs, distributed as non-securities products through Money Concepts International, Inc.
Companies that use Financial, Insurance, and Tax Planning Group
Customer profileSegments4 records
Ideal customer profiles4 records
Financial, Insurance, and Tax Planning Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Financial, Insurance, and Tax Planning Group partnerships and signals
Strategic signalScale indicators1 record
Recent moves7 records
Expansion highlights3 records
Financial, Insurance, and Tax Planning Group competitors and assessment
Company assessmentEmerging players
- Facet Wealth: Digital-first, fee-only RIA delivering fiduciary financial planning to mass-affluent households via remote advisors. Comparable in fiduciary positioning and target segments but uses a technology-enabled, virtual delivery model that contrasts with FIT's in-person Placentia practice.
- Personal Capital / Empower Personal Dashboard: Hybrid digital wealth manager combining a free planning tool with fiduciary advisory services for mass-affluent and high-net-worth clients. Directly comparable in combining technology-driven planning with human advisor support, though Empower operates at far greater scale through its retirement-recordkeeping platform.
Broad incumbents
- Schwab Wealth Advisory: Charles Schwab's fee-based advisory service providing financial planning and investment management to mass-affluent clients. Directly comparable in fiduciary, fee-based model serving the same early-to-late career and retiree segments, with the advantage of integrated custody, technology, and brand trust.
- Cambridge Investment Research: Independent broker-dealer and RIA platform supporting independent financial advisors in delivering holistic financial planning. Comparable as a network-affiliated independent advisory practice serving individuals and business owners across similar segments.
- Edelman Financial Engines: Large national RIA offering fee-only fiduciary financial planning, retirement, and investment management to mass-affluent households. Operates a similar 'Personal CFO' service model but at significantly greater scale and with proprietary planning technology, making it a comparable in business model though broader in footprint.
- Commonwealth Financial Network: Independent broker-dealer and RIA platform supporting independent financial advisors who deliver comprehensive planning, investment, and insurance services. Closely comparable in operating model — independent advisors using a network platform for regulatory and back-office infrastructure — though Commonwealth serves thousands of advisors versus FIT's single practice.
- Carson Group (Carson Wealth): Network of independent financial advisors providing comprehensive planning, investment, tax, and retirement services to individuals and business owners. Directly comparable in service breadth and segment targeting, though larger and operating through a corporate RIA platform rather than a single-office model.
- Vanguard Personal Advisor Services: Vanguard's hybrid robo-plus-human advisory service delivering fiduciary financial planning and portfolio management at low fees. Comparable as a fiduciary, fee-based advisor serving mass-affluent and retiree segments, with significantly lower cost structure and greater technology investment.
- Fisher Investments: Large independent investment management firm providing discretionary portfolio management and retirement planning services to individuals and institutions. Comparable as a fee-based fiduciary advisor serving retirees and pre-retirees, though it focuses on investment management rather than integrated tax/insurance planning.
- Creative Planning: Large independent, fee-only RIA providing comprehensive wealth management, tax, estate, and retirement planning for high-net-worth and mass-affluent clients. Closely comparable in fiduciary, comprehensive-planning orientation and segment mix, but at substantially greater scale.
Market position
Strengths3 records
Weaknesses5 records
Competitive moat3 records
Key risks5 records
Key highlights7 records
Customer concentration
Financial, Insurance, and Tax Planning Group social profiles
Digital presenceFinancial, Insurance, and Tax Planning Group compliance and trust
Trust signalCompliance4 records
Financial, Insurance, and Tax Planning Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Financial, Insurance, and Tax Planning Group leadership team
Management profileNumber of profiles
Financial, Insurance, and Tax Planning Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Financial, Insurance, and Tax Planning Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Financial, Insurance, and Tax Planning Group
What does Financial, Insurance, and Tax Planning Group do?
FIT Planning Group provides comprehensive financial planning services for individuals and business owners, including fiduciary investment advisory, retirement planning, insurance planning, and tax planning under an integrated "Personal CFO" model. The firm is an independent registered investment advisory practice that operates under the Money Concepts financial services network for securities custody and compliance infrastructure, generating revenue through advisory fees for ongoing planning engagements.
Is Financial, Insurance, and Tax Planning Group a public or private company?
Financial, Insurance, and Tax Planning Group is a private company. It is classified as unknown and is currently operating.
When was Financial, Insurance, and Tax Planning Group founded?
Financial, Insurance, and Tax Planning Group was founded in 2005. It employs 11 to 50 people.
Where is Financial, Insurance, and Tax Planning Group based?
Financial, Insurance, and Tax Planning Group is headquartered in Placentia, United States, in the North America region.
How does Financial, Insurance, and Tax Planning Group make money?
One revenue line is on record: financial Planning and Advisory Services.
Who are Financial, Insurance, and Tax Planning Group's main competitors?
Emerging players on record are Facet Wealth and Personal Capital / Empower Personal Dashboard. Broad incumbents are Schwab Wealth Advisory, Cambridge Investment Research, Edelman Financial Engines, Commonwealth Financial Network, Carson Group (Carson Wealth), Vanguard Personal Advisor Services, Fisher Investments and Creative Planning.
Does Financial, Insurance, and Tax Planning Group have an API?
No public API is recorded for Financial, Insurance, and Tax Planning Group.
What industry is Financial, Insurance, and Tax Planning Group in?
Financial, Insurance, and Tax Planning Group's product category is Personal Financial Advisory and Wealth Management. Its primary akta.pro industry code is FSAEAAAA, Comprehensive Financial Planning, with a secondary code of FSAEAAAD, Retirement & Pension Planning (401(k)/IRA). Its NAICS code is 523940 and its SIC code is 6282.