Connecticut Cambridge Advisors at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee.
- Its website says it's taking new clients.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Coral Gables, Florida |
|---|---|
| Website | ctcambridgeadvisors.com |
| [email protected] | |
| Phone | (203) 255-6757 |
Questions about Connecticut Cambridge Advisors
How many advisors does Connecticut Cambridge Advisors have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Connecticut Cambridge Advisors.
Is Connecticut Cambridge Advisors accepting new clients?
Yes, according to Connecticut Cambridge Advisors's website, checked October 28, 2026.
Connecticut Cambridge Advisors fees
Connecticut Cambridge Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. 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
| Employees | 1 |
|---|---|
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | August 2, 2024 |
| SEC record | CRD 127744 |