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Chad Gammon

CFP®

MBA

Contact Information

Cedar Rapids, IA

Meets Virtually:

Meets In-Person:

Accepting New Clients:

About Me

Chad Gammon, CFP®, is the founder of Custom Fit Financial LLC, a fee-only financial planning firm based in Cedar Rapids, Iowa. With over 25 years of experience in the Information Technology sector, much of it in leadership roles, Chad discovered his true passion lay in mentoring others, particularly in finance and career planning.

This realization led him to establish Custom Fit Financial, aiming to provide personalized financial guidance to individuals with a net worth of $2 million or less—clients often overlooked by larger firms. The firm offers comprehensive services, including budgeting, cash flow management, insurance reviews, tax strategies, and retirement planning, all tailored to each client's unique financial situation.

Chad is a Certified Financial Planner™ professional and a member of the XY Planning Network, the National Association of Personal Financial Advisors (NAPFA), and the Fee-Only Network. His commitment to fiduciary responsibility ensures that clients receive unbiased advice, free from conflicts of interest.

Through Custom Fit Financial, Chad combines his mentoring skills with financial expertise to help clients navigate their financial journeys confidently, providing the tools and support needed to achieve long-term security and peace of mind.

Typical Fee (Computed Monthly)*

$150

Fee Models
  • Monthly:

    $159+/mo

  • One Time Fee:

    $2,250+

  • Hourly:

    $180/hr

*Fees are subject to change. Contact this advisor for their most up to date fees.

Ideal Clients
  • Pre-Retirees

  • DIY Investors

  • Remote Workers

  • Technology Professionals

  • Retirees

Areas Of Specialization
  • Retirement

  • Tax Strategies

  • Investments

  • Pre-Retirement Planning

  • Retirement Life Planning

* Disclaimer: The "Typical Fee" displayed is the typical fee provided by the advisor computed monthly to facilitate clearer price comparisons. It does not represent actual pricing or a guaranteed quote. Please consult individual advisors for specific fee structures and personalized quotes. We encourage users to carefully review and evaluate their options before making any decisions.