Robin Bess
Cambridge Financial Advisors · Salida, Colorado
Robin Bess is a fee-only financial advisor at Cambridge Financial Advisors in Salida, Colorado. Cambridge Financial Advisors reports charging fixed fees on its Form ADV.
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Facts
| Firm | Cambridge Financial Advisors |
|---|---|
| Based in | Salida, Colorado |
| Fee model (firm's Form ADV) | Fixed fees |
| SEC registration | Investment adviser representative in CO, FL, KY, WI · CRD 6290767 |
| Exams passed | Series 65 (2014) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.cambridgefinancialadvisors.com |
| Profile |
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Questions about Robin
Is Robin Bess a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robin holds no broker registration, and Cambridge Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robin charge for financial advice?
Robin's firm, Cambridge Financial Advisors, reports charging fixed fees on its SEC Form ADV.
Where is Robin Bess based?
Robin Bess is based in Salida, Colorado.
Is Robin Bess registered with the SEC?
Yes. Robin Bess is registered as an investment adviser representative in CO, FL, KY and WI (CRD 6290767), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Robin Bess?
Through Robin's website, www.cambridgefinancialadvisors.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
- 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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