Firm
Cambridge Financial Advisors
Salida, Colorado
Fee-only
Cambridge Financial Advisors at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 4 advisors are listed here; 1 of 4 hold the ChFC.
- Its Form ADV reports 4 employees and 197 individual clients, 44 of them high net worth.
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Salida, Colorado |
|---|---|
| Website | cambridgefinancialadvisors.com |
| Phone | (719) 539-1040 |
Cambridge Financial Advisors fees
Cambridge Financial Advisors 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 by | Fixed fees |
|---|---|
| Individual clients | 153 |
| High-net-worth clients | 44 |
| Employees | 4 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-129597) |
| Financial planning | Offered |
| Form ADV filed | February 3, 2026 |
| SEC record | CRD 118314 |