Custom Fit Financial is a fee-only financial planning firm founded in June 2024 and based in Cedar Rapids, Iowa. Led by principal owner and Chief Compliance Officer Chad Gammon, the firm specializes in providing comprehensive financial planning services to individuals and high net-worth individuals. Custom Fit Financial does not manage investment portfolios directly or exercise trading authority, but rather offers guidance and recommendations within the context of a financial plan. Areas of focus include cash flow and debt management, college savings, employee benefits optimization, estate planning, insurance review, retirement planning, risk management, and tax planning strategies. The firm operates independently and does not accept compensation for the sale of securities or investment products, ensuring that advice remains objective.
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
