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.
339 E Highway 50, Suite 104, Salida, CO, 81201
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Matthew serves as the treasurer for All Saints Anglican Church since January 2023, recording income, expenses, and donations, and preparing financial documents. He dedicates a few hours per week to this activity, which is not investment-related.