Custom Fit Financial provides financial planning services, including cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning strategies. Custom Fit Financial tailors its services to meet the individual needs of its clients. Custom Fit Financial may recommend third-party professionals such as attorneys, accountants, tax advisors, insurance agents, or other financial professionals.
Assets Under ManagementN/A
Clients25
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
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.
One-Time Plan:$3,000 - $3,600
Hourly Rate:$200 - $225/hr
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