Custom Fit Financial

Overview

Custom Fit Financial is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm serves individual and family clients and focuses on financial planning services rather than acting as a discretionary capital allocator or pension consultant. Its fee model is non-asset-based, relying on hourly and fixed-fee engagements. The adviser does not identify as an active ESG investor and is not designated as a multi-state or newly formed advisor in the available record.

Assets & Accounts

Investments & Alternatives

Location & Offices