Gregory Fenton
Cambridge Cape Cod Advisors · Sandwich, Massachusetts
Gregory Fenton is a fee-only financial advisor at Cambridge Cape Cod Advisors in Sandwich, Massachusetts, who holds the BS and CFP credentials. Cambridge Cape Cod Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Cambridge Cape Cod Advisors |
|---|---|
| Based in | Sandwich, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $194.8M across 264 accounts |
| Credentials | BS · CFP |
| SEC registration | Investment adviser representative in MA · CRD 1663005 |
| Exams passed | Series 63 (1987) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | cambridgecape.com |
How Gregory's firm compares
- Cambridge Cape Cod Advisors's average account is about $738,000, from its Form ADV (assets managed divided by 264 accounts).
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Questions about Gregory
Is Gregory Fenton a fee-only financial advisor?
Yes. Gregory Fenton is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Gregory's firm.
How does Gregory charge for financial advice?
Gregory's firm, Cambridge Cape Cod Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Gregory Fenton based?
Gregory Fenton is based in Sandwich, Massachusetts.
What credentials does Gregory Fenton hold?
Gregory Fenton holds the BS and CFP credentials.
Is Gregory Fenton registered with the SEC?
Yes. Gregory Fenton is registered as an investment adviser representative in MA (CRD 1663005), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Cambridge Cape Cod Advisors manage?
Cambridge Cape Cod Advisors reports $194.8M across 264 accounts in assets under management.
How do I contact Gregory Fenton?
Through Gregory's website, cambridgecape.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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