Joseph Baumann
Cambridge Financial and Tax Advisors, LLC. · Columbus, Ohio
Joseph Baumann is a fee-only financial advisor at Cambridge Financial and Tax Advisors, LLC. in Columbus, Ohio, who holds the CFP credential. Cambridge Financial and Tax Advisors, LLC. reports charging hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Cambridge Financial and Tax Advisors, LLC. |
|---|---|
| Based in | Columbus, Ohio |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 5608416 |
| Firm size | 1 employee |
| Disclosures | None reported |
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Questions about Joseph
Is Joseph Baumann a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Cambridge Financial and Tax Advisors, LLC. reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Cambridge Financial and Tax Advisors, LLC., reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Joseph Baumann based?
Joseph Baumann is based in Columbus, Ohio.
What credentials does Joseph Baumann hold?
Joseph Baumann holds the CFP credential.
Is Joseph Baumann registered with the SEC?
Yes. Joseph Baumann is registered as an investment adviser representative in OH (CRD 5608416), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Joseph Baumann?
Contact details aren't on file yet. Search for Cambridge Financial and Tax Advisors, LLC..
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
- 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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