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Wellspent public graph/Firms/Cambier Capital
Firm

Cambier Capital

Naples, Florida

Fee-only

Cambier Capital at a glance

  • One of 570 fee-only firms based in Florida in the Wellspent graph.
  • 4 advisors are listed here.
  • Its Form ADV reports 4 employees and 89 individual clients, 28 of them high net worth.
  • Its average account is about $657,000 (assets it manages divided by its 252 accounts).

Fee-only advisors in Florida · What fee-only advisors charge in Florida

Facts

Based inNaples, Florida
Websitecambiercapital.com
Phone(239) 289-1218

Cambier Capital fees

Cambier Capital doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Paid byPercentage of assets · Fixed fees
Assets managed$165 million
Individual clients61
High-net-worth clients28
Accounts managed252
Employees4
Planning clients0
Registered withThe SEC (801-135746)
Financial planningOffered
Form ADV filedJuly 31, 2026
SEC recordCRD 341216

Advisors at this firm (4)