Chad Gammon
CFP®EAMBA
Fee Structures
Monthly
$159+/mo
One-time
$2,250+
Hourly
$180/hr

About Me

Chad Gammon, CFP® and EA, is the founder of Custom Fit Financial LLC, and advice-only, 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.

Areas of Specialization

Retirement
Tax Strategies
Budgeting
Investments
Social Security

Ideal Clients

Pre-Retirees
DIY Investors
FIRE
Technology Professionals
Teachers

Contact Information

Cedar Rapids, IA
Meets Virtually
Meets In-Person
Accepting New Clients