Custom Fit Financial

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Assets Under Management

N/A

Number of Clients

Not reported

Number of Advisors

Average Client AUM

N/A

AUM per Advisor

N/A

Compensation

Fixed/Hourly

About This Firm

Custom Fit Financial, LLC is a fee-only firm offering financial planning services. They evaluate a client's current and future financial state to help achieve stated financial goals. They may recommend third-party professionals but are not affiliated with them.

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

Areas of Practice

Retirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth

Location

IA, United States

1 Advisors at this firm

CFP