Chad Gammon is a CFP-designated registered investment advisor at Custom Fit Financial, based in Hiawatha, IA, with 3 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Gen X, High Net Worth, and 5 more. Their firm serves 25 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Custom Fit Financial charges either a fixed or hourly fee for financial planning:
- Fixed fee — $3,000 to $3,600, depending on the client's needs, complexity, estimated time, research, and resources required.
- Hourly rate — $200 to $225 per hour, depending on the client's needs, complexity, estimated time, research, and resources required.
Contact
Chad Gammon
Location
1202 Dina Court, Suite B, Hiawatha, IA, 52233
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Regulatory 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
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams