Alicia Klein
Cambridge Financial Group · Tucson, Arizona
Alicia Klein is a fee-only financial advisor at Cambridge Financial Group in Tucson, Arizona, who holds the CFP credential. Alicia focuses on retirement planning, tax planning and estate & legacy planning. Cambridge Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Cambridge Financial Group |
|---|---|
| Based in | Tucson, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Works virtually | Yes |
| Assets under management | $645.8M across 1,383 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ · CRD 6148943 |
| Exams passed | Series 65 (2013) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.cambridgefinancialgroup.com |
| Profile |
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Questions about Alicia
Is Alicia Klein a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alicia holds no broker registration, and Cambridge Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alicia charge for financial advice?
Alicia's firm, Cambridge Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Does Alicia work with clients virtually?
Yes. Cambridge Financial Group says on its website that it works with clients remotely.
Where is Alicia Klein based?
Alicia Klein is based in Tucson, Arizona.
What does Alicia specialize in?
Alicia's specialties include retirement planning, tax planning, estate & legacy planning and equity compensation. Alicia works with retirees and pre-retirees.
What credentials does Alicia Klein hold?
Alicia Klein holds the CFP credential.
Is Alicia Klein registered with the SEC?
Yes. Alicia Klein is registered as an investment adviser representative in AZ (CRD 6148943), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cambridge Financial Group manage?
Cambridge Financial Group reports $645.8M across 1,383 accounts in assets under management.
How do I contact Alicia Klein?
Through Alicia's website, www.cambridgefinancialgroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Cambridge Financial Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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