Chad Leroy Gammon
CG
CFP
Chad Leroy Gammon
CG
CFP

Chad Leroy Gammon

3 Years of Experience
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Fixed financial planning fees range from $2,250 to $3,000. The hourly rate is $180. Fees are negotiable.

One-Time Plan:$2,250 - $3,000
Hourly Rate:$180/hr
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Chad Leroy Gammon
CG
Chad Leroy Gammon

Location

1202 Dina Court, Suite B, Hiawatha, IA, 52233

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Chad is a middle school track coach, a demonstration representative for a distributing company, and a limited partner in several Clean Laundry LLCs. He is also the Owner/CCO of Custom Fit Financial LLC, a registered investment advisory firm providing financial planning services, dedicating a few hours per week to this.

Employment History
Current Registrations
Custom Fit Financial
August 2024 - Present · 1 yr 6 mos
Arnold and Mote Wealth Management
October 2022 - Present · 3 yrs 4 mos
State Registrations2 states
IATX
Advisor
Exams
No exam information available for this advisor.
Chad Leroy Gammon
CG
Contact
Chad Leroy Gammon