Custom Fit Financial
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
Custom Fit Financial, LLC is a fee-only firm offering financial planning services. They evaluate a client's current and future financial state, addressing areas like cash flow, college savings, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning. Services are tailored to individual client needs.
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
Location
IA, United States
