Firm Information

Compensation
Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
197 clients
Average Client Portfolio
Not specified

Fee Structure

Financial Plan Fee:$500 - $9,500

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.

Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance Planning
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Advisor Information

Office location

339 E Highway 50, Suite 104, Salida, CO, 81201

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Joel is a volunteer member of the endowment sub-committee for Christ Church Cathedral Episcopal Church since December 2022. He dedicates minimal time to this non-investment related activity, assisting the vestry in monitoring investment performance.

Employment History
Current Registrations
Cambridge Financial Advisors, LLC
September 2021 - Present · 4 yrs 4 mos
State Registrations6 states
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Advisor
Exams
No exam information available for this advisor.