Justin Anderson
Cambridge Advisors · Omaha, Nebraska
Justin Anderson is a fee-only financial advisor at Cambridge Advisors in Omaha, Nebraska. Justin charges a percentage of assets and a one-time planning fee (one-time plans from $2,500 and 1% a year on the first tier of assets managed) and focuses on retirement planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Early-career professionals
Facts
| Firm | Cambridge Advisors |
|---|---|
| Based in | Omaha, Nebraska |
| Fee model | Percentage of assets · One-time planning fee |
| Fees (firm's website) | One-time plans from $2,500 · 1% a year on the first tier of assets managed · A $500,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $693.5M across 826 accounts |
| SEC registration | Investment adviser representative in NE, TX · CRD 4575428 |
| Exams passed | Series 63 (2002) · Series 66 (2007) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.cambridgeadvisors.net |
Request an introduction to Justin
Tell Justin a little about what you're looking for. Justin isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Justin
Is Justin Anderson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Justin holds no broker registration, and Cambridge Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Justin charge for financial advice?
Justin charges a percentage of assets and a one-time planning fee.
How much does Justin charge?
According to Cambridge Advisors's website, checked October 30, 2026: one-time plans from $2,500; 1% a year on the first tier of assets managed; a $500,000 asset minimum.
Where is Justin Anderson based?
Justin Anderson is based in Omaha, Nebraska.
What does Justin specialize in?
Justin's specialties include retirement planning. Justin works with retirees, pre-retirees and early-career professionals.
Is Justin Anderson registered with the SEC?
Yes. Justin Anderson is registered as an investment adviser representative in NE and TX (CRD 4575428), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cambridge Advisors manage?
Cambridge Advisors reports $693.5M across 826 accounts in assets under management.
How do I contact Justin Anderson?
Through Justin's website, www.cambridgeadvisors.net.
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 Advisors 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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