Firm Information
Compensation
Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
Custom Fit Financial charges either a fixed or hourly fee for financial planning. Fixed fees range from $2,250 to $3,000, and the hourly rate is $180. Fees are negotiable and depend on the client's specific needs, complexity, estimated time, research, and resources required. A portion of the fee may be collected in advance, with the remainder due upon completion of services.
Areas of Practice
Advisor Information
Office location
1202 Dina Court, Suite B, Hiawatha, IA, 52233
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Chad Leroy GammonRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Chad is a middle school track coach, a demonstration representative for a distributing company, and a limited partner in several Clean Laundry LLCs. He is also the Owner/CCO of Custom Fit Financial LLC, a registered investment advisory firm providing financial planning services, dedicating a few hours per week to this.
Employment History
Current Registrations
Custom Fit Financial
Arnold and Mote Wealth Management
State Registrations2 states
Exams