Cambridge Financial and Tax Advisors, LLC.

Cambridge Financial and Tax Advisors, LLC. at a glance

• One of 337 fee-only firms based in Ohio in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.
• Its Form ADV reports 1 employee and 50 individual clients.

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

Facts

Cambridge Financial and Tax Advisors, LLC. fees

Cambridge Financial and Tax Advisors, LLC. 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

Advisors at this firm (1)

• Joseph Baumann

  CFP