Cambridge Financial Advisors offers services for a fixed annual fee, determined by income, assets, complexity, advisor experience, and other factors. Initial year fees for the Standard Full-Service Agreement range from $2,000 to $23,000, with renewal fees generally 60%-90% of the first-year fees. Project or Limited Agreements are also available for a pre-negotiated fixed fee, with financial plans ranging from $500 to $9,500. Fees are paid quarterly in advance.
Buena Vista, CO
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Learn about disclosures →Peter is an unpaid volunteer and board member (serving as secretary) of the Arkansas Valley Christian Mission since January 2020. He spends minimal time on this activity, which includes attending meetings, preparing minutes, and managing the website.