Firm
Cambridge Advisors
Omaha, Nebraska
Fee-only
Facts
| Based in | Omaha, Nebraska |
|---|---|
| Website | cambridgeadvisors.net |
| [email protected] | |
| Phone | (402) 697-1166 |
Cambridge Advisors fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $2,500 |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | $500,000 |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"we offer financial planning services on a stand-alone basis for a stated fee of $2,500" source
"Our investment management fee for new clients is 1.00% per year of assets under management" source
"investable assets do not meet our $500,000 household minimum" source
"Our investment management fee for new clients is 1.00% per year of assets under management" source
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 by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $694 million |
| Individual clients | 174 |
| Financial planning | Offered |
| Form ADV filed | March 19, 2026 |
| SEC record | CRD 104851 |