FinanceHQ uses information obtained through public records from this advisor's or firm's publicly available ADV filings to provide the information on this listing, which it may summarize in an "About" paragraph. Profiles that include a "FinanceHQ Network Member" badge are updated upon verification and reviewed annually for accuracy. Members of FinanceHQ's Advisor Network include firms and advisors that have a business relationship with FinanceHQ and FinanceHQ may receive compensation from such advisors and firms for referring leads. Members of FinanceHQ's Advisor Network may contribute to information contained on their profiles, including in the "About" paragraph.
About Custom Fit Financial
Custom Fit Financial is a Cedar Rapids, Iowa–based fee‑only planning firm established in 2024. It was created to provide affordable, personalized advice to households with modest net worth or limited access to high‑minimum investment firms. Custom Fit offers a menu of services encompassing budgeting, cash‑flow and debt management, retirement planning, investment analysis, tax strategies and estate planning. Its mission is to help clients gain control of their finances and make informed decisions without the pressure of asset thresholds or commission sales.
The firm provides education, goal setting and accountability to empower clients to build wealth, reduce debt and manage risks. Its client‑centered approach fosters long‑term relationships and aims to demystify financial planning for individuals and families navigating retirement, college funding and life transitions.
Pricing options
Regulatory filings
Areas of specialty
- Cash Flow & Debt Management
- Retirement Planning
- Investment Analysis
- Estate Planning
- Tax Strategies
- Budgeting
- Financial Education
- Risk Management
More about Custom Fit Financial
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 332622 | 1 |
Let us match you with a financial advisor
Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Custom Fit Financial.
Let us match you with a financial advisor
Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Custom Fit Financial.