Custom Fit Financial

Overview

Custom Fit Financial is an independent, Iowa-registered advisory firm organized as a limited liability company and owned by an individual. The firm designs and delivers financial planning services for individual and family clients rather than operating as an asset-gathering, AUM-centric shop. Its pricing model is fee-for-service, using hourly and fixed-fee engagements. Custom Fit Financial does not identify as an ESG investor, does not act as a capital allocator to outside managers, and is not structured to provide pension consulting or multi-state advisory coverage.

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Investments & Alternatives

Location & Offices