Custom Fit Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Custom Fit Financial, LLC provides fee-only financial planning services to individual and high‑net‑worth clients, delivering written plans that address cash flow, retirement, tax, estate, insurance, and investment analysis. The firm does not provide portfolio management or custody of client assets and reported $0 in discretionary and non‑discretionary assets under management as of December 31, 2025.
Advisory work is tailored through an initial and ongoing consultation to establish goals, risk tolerance, and time horizon, and clients receive either one‑time plans or ongoing monthly planning relationships billed on a fixed or hourly basis. When investment recommendations are made as part of planning, the firm emphasizes asset allocation, mutual fund/ETF analysis, and passive strategies, with clients implementing trades through custodians of their choice.
Notable characteristics include a billing model that relies on fixed fees, hourly rates, or monthly retainers rather than percentage‑of‑AUM charges, and an explicit fee‑only policy with no commissions, performance‑based fees, or soft‑dollar arrangements. The firm is small and recently formed, led by a single principal with CFP®, RICP®, and EA credentials, and the brochure discloses no affiliations or compensation arrangements with third‑party professionals it may recommend; Iowa sales tax is applied to advisory fees.
Client services
Expertise
Fee options
Fixed fees range from $3,600 to $4,800 for financial planning services
Hourly rates range from $250 to $350
Monthly fees for ongoing advisory services range from $250 to $400
Fee-only: Fixed fees range from $3,600 to $4,800; hourly rates range from $250 to $350; monthly fees for ongoing advisory services range from $250 to $400
Main office
222 3rd Avenue SE, Ste 40120
Cedar Rapids IA 52401
Advisors at this office
1
Most active in
Iowa
Also doing business as
Custom Fit Financial · Custom Fit Financial LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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