Chad Leroy Gammon
Advisor at Custom Fit Financial — Cedar Rapids, IA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, EA, RICP®
Experience Industry experience
4 years
Location
Cedar Rapids, IA 52401
Custom Fit Financial
Independent
Total advisors
1Clients per advisor
25 TypicalAvg AUM per client
$0 Very LowHNW client ratio
0% LowAfter a successful career in Information Technology at a local aerospace and defense company, I transitioned into financial planning to focus on what I found most meaningful: helping people make thoughtful decisions about their money and their future. I earned my CERTIFIED FINANCIAL PLANNER™ designation in 2024 and founded Custom Fit Financial to serve individuals and families who are often overlooked by firms with high minimums or product-driven models.
Custom Fit Financial is a fee-only, advice-only firm based in Cedar Rapids, Iowa. I work with clients nationwide through a virtual planning model and also offer in-person meetings for clients in the Cedar Rapids area. My services are provided on a project-based and hourly basis, with no long-term contracts, commissions, or account minimums. My work often focuses on retirement and pre-retirement planning, tax strategies, and helping DIY investors gain clarity and confidence.
I believe financial planning works best when it is personal, understandable, and flexible. My role is to help clients simplify complex decisions, avoid costly mistakes, and build a plan that fits their life and values. I offer an initial complimentary 30-minute conversation so we can explore your goals, answer questions, and determine whether working together feels like a good fit.
3600
225
300
Cedar Rapids, IA
222 3rd Avenue SE, Ste 40120
Cedar Rapids IA 52401
Advisors at this office
1
Iowa
4 years of industry experience
Custom Fit Financial LLC
2024 - Present • 2 years
Cedar Rapids, IA
Arnold and Mote Wealth Management
2022 - 2026 • 4 years
Hiawatha, IA
Collins Aerospace
2007 - 2022 • 15 years
Cedar Rapids, IA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)