Custom Fit Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$350/hr

“Our hourly rates range from $250 to $350.”

Flat or project fee

$3,600⁠-⁠$4,800

“Fixed fee rates range from $3,600 to $4,800.”

Monthly fee

$250⁠-⁠$400/mo

“Monthly fees range from $250 to $400 depending on the scope, complexity, and frequency of services provided, and will be outlined in your Advisory Contract.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Custom Fit Financial bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
• “Clients who wish to receive ongoing financial planning services beyond a single engagement, CFF offers continuing advisory relationships billed on a monthly basis.”
• “The state of Iowa requires levying sales tax on our services to clients, the advisory fees are subject to Iowa sales tax which will be outlined in your invoice.”

How Custom Fit Financial’s fees compare

• Its hourly rate of $250-$350 is above the Iowa median of $250. 66% of the 47 other Iowa planners that publish an hourly rate charge less.
• 4 of the 6 other planners in Cedar Rapids that publish an hourly rate charge less.
• Its flat or project fee of $3,600-$4,800 spans the Iowa median of $3,850. 51% of the 43 other Iowa planners that publish a flat or project fee charge less.
• 1 of the 4 other planners in Cedar Rapids that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Custom Fit Financial

• Principal: Chad Gammon
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: EA.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Clients

25

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

332622

Website

customfitfinancial.com (opens in new tab)

Phone

(319) 775-0102

Other planners in Cedar Rapids that publish fees

• Basepoint Wealth, LLCCedar Rapids$100⁠-⁠$400/hr
• Busbee Wealth Advisors LLCCedar Rapids$275/hr
• Cedar Point Capital Partners, LLCCedar Rapids$500/hr, $10,000
• Grit Family Office, LLCCedar Rapids$250/hr, $25,000⁠-⁠$200,000
• Lunea Wealth ManagementCedar Rapids$300/hr, $4,000⁠-⁠$8,000
• Stonefield Investment Advisory, Inc.Cedar Rapids$150⁠-⁠$300/hr, $1,200⁠-⁠$3,000

Compare all 9 planners in Cedar Rapids