Cole McClarren
Cambridge Financial Group · Tucson, Arizona
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.
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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 |
| SEC registration | Investment adviser representative in AZ · CRD 6278760 |
| Exams passed | Series 65 (2014) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.cambridgefinancialgroup.com |
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Questions about Cole
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.
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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