Chad Gammon is a CFP-designated registered investment advisor at Custom Fit Financial, based in Cedar Rapids, IA, with 3 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Gen X, and 6 more. Their firm serves 25 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Custom Fit Financial offers ongoing financial planning relationships billed on a monthly basis. Monthly fees range from $250 to $400 depending on the scope, complexity, and frequency of the services provided.
- One-time financial planning fixed fee — $3,600 to $4,800 depending on your specific needs, complexity, and the resources required
- Hourly consulting — $250 to $350 per hour for specific financial planning questions and projects
Contact
Chad Gammon
Location
222 3rd Avenue Se, Ste 40120, Cedar Rapids, IA, 52401
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Regulatory History
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.
Learn about disclosures →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
Previous Registrations
Arnold and Mote Wealth Management
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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