A complete list of active advisors currently associated with Custom Fit Financial

Warmer can help you find a great advisor at Custom Fit Financial or one who fits your needs even better.

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.

To learn more about the advisors currently working at Custom Fit Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Chad Gammon	Cedar Rapids, IA	4

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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.

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