# Cole McClarren

> Cole McClarren is a fee-only financial advisor at Cambridge Financial Group in Tucson, Arizona. Cole 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/cole-mcclarren/
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:** 6278760 (https://adviserinfo.sec.gov/individual/summary/6278760)
- **SEC registration:** Investment adviser representative in AZ
- **Exams passed:** Series 65 (2014)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** https://www.cambridgefinancialgroup.com

## Frequently asked questions

### Is Cole McClarren a fee-only financial advisor?

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

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

### Does Cole work with clients virtually?

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

### Where is Cole McClarren based?

Cole McClarren is based in Tucson, Arizona.

### What does Cole specialize in?

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

### Is Cole McClarren registered with the SEC?

Yes. Cole McClarren is registered as an investment adviser representative in AZ (CRD 6278760), 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 Cole McClarren?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6278760): 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.