# Bonnie Courtney

> Bonnie Courtney is a fee-only financial advisor at Cambridge Financial Group in Tucson, Arizona. Bonnie 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.

Page: https://find.wellspent.co/advisors/bonnie-courtney/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Cambridge Financial Group
- **Based in:** Tucson, Arizona
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $645.8M across 1,383 accounts
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Equity compensation
- **Works with:** Retirees, Pre-retirees
- **CRD:** 1895198 (https://adviserinfo.sec.gov/individual/summary/1895198)
- **SEC registration:** Investment adviser representative in AZ
- **Exams passed:** Series 63 (1993), Series 66 (2005)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** https://www.cambridgefinancialgroup.com

## Frequently asked questions

### Is Bonnie Courtney a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Bonnie 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 Bonnie charge for financial advice?

Bonnie's firm, Cambridge Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Does Bonnie work with clients virtually?

Yes. Cambridge Financial Group says on its website that it works with clients remotely.

### Where is Bonnie Courtney based?

Bonnie Courtney is based in Tucson, Arizona.

### What does Bonnie specialize in?

Bonnie's specialties include retirement planning, tax planning, estate & legacy planning and equity compensation. Bonnie works with retirees and pre-retirees.

### Is Bonnie Courtney registered with the SEC?

Yes. Bonnie Courtney is registered as an investment adviser representative in AZ (CRD 1895198), 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 Bonnie Courtney?

Through Bonnie's website, www.cambridgefinancialgroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1895198): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://cambridgefinancialgroup.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.