Custom Fit Financial LLC
Cedar Rapids, Iowa
Custom Fit Financial LLC at a glance
- One of 62 fee-only firms based in Iowa in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 25 individual clients.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Facts
| Based in | Cedar Rapids, Iowa |
|---|---|
| Website | customfitfinancial.com |
| [email protected] | |
| Phone | (319) 775-0102 |
Questions about Custom Fit Financial LLC
How much does Custom Fit Financial LLC charge?
Custom Fit Financial LLC publishes these prices: ongoing planning: from $3,600 a year; hourly: $300 an hour. We found this on its website, checked October 28, 2026.
Does Custom Fit Financial LLC have an account minimum?
No. Custom Fit Financial LLC says it has no account minimum. We found this on its website, checked October 28, 2026.
How is Custom Fit Financial LLC paid?
Custom Fit Financial LLC's Form ADV says it is paid by: hourly, fixed fees.
How many advisors does Custom Fit Financial LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Custom Fit Financial LLC.
What does Custom Fit Financial LLC specialize in?
Custom Fit Financial LLC's advisors and website list retirement planning and tax planning.
Is Custom Fit Financial LLC accepting new clients?
Yes, according to Custom Fit Financial LLC's website, checked October 28, 2026.
Does Custom Fit Financial LLC work with clients virtually?
Yes. Custom Fit Financial LLC's website says it works with clients virtually.
Custom Fit Financial LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $3,600 a year |
|---|---|
| Hourly | $300 an hour |
| Account minimum | None |
| How it charges | Flat fee · Hourly · Ongoing planning fee |
In the firm's words
"Ongoing Financial Planning $3,600 over 12 months" source
"Hourly Financial Planning $300/hour" source
"We provide personalized financial guidance with no minimums and no product sales" source
"Ongoing Financial Planning $3,600 over 12 months" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Hourly · Fixed fees |
|---|---|
| Individual clients | 25 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | July 10, 2026 |
| SEC record | CRD 332622 |