CUSTOM FIT FINANCIAL

Overview

Custom Fit Financial is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on fee-for-service financial planning for individuals and families rather than traditional asset-based advisory relationships. Its stated fee structure relies on hourly charges and fixed fees, which aligns with a planning-centric model instead of discretionary portfolio management as the primary client offering. The firm is not positioned as a capital allocator, is not an active ESG investor, and does not identify as a multi-state adviser or pension consultant. Advisory activity is concentrated on financial planning services. Product usage emphasizes pooled vehicles — notably mutual funds — and the firm lists access to third-party external alternative investment managers, suggesting it can place client capital in managed alternative funds when appropriate for a client’s plan.

Assets & Accounts

Investments & Alternatives

Location & Offices