Cambridge Advisors Inc fees and pricing
Financial planner in Omaha, Nebraska. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 19, 2026, Cambridge Advisors Inc charges a flat or project fee of $2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,500
“The fee for preparing a comprehensive financial plan is $2,500.00.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Cambridge Advisors Inc bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for charitable accounts and for families with multiple accounts also may be negotiable or discounted.”
- “Fees for investment management are due in advance and are collected at the beginning of each quarter.”
- “New accounts initiated during the quarter or with significant inflows will be charged a prorated fee for the quarter.”
How Cambridge Advisors Inc’s fees compare
- Its flat or project fee of $2,500 is below the Nebraska median of $5,000. 25% of the 32 other Nebraska planners that publish a flat or project fee charge less.
- 3 of the 19 other planners in Omaha that publish a flat or project fee charge less.
About Cambridge Advisors Inc
“Cambridge Advisors Inc. provides investment management and financial planning services to clients. Cambridge Advisors Inc. also provides investment advisory services to retirement plans.”
- Firm size: 6 employees.
- Registered as an adviser: 1990 (36 years).
Planning areas mentioned in the brochure
- Retirement planning
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Minimum
- $500,000 in assets (stated in brochure)
- Clients
- 273
- Employees
- 6
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $693,511,589
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 104851
- Phone
- (402) 697-1166
Can advise clients in 7 states: Colorado, Iowa, Minnesota, Missouri, Nebraska, Ohio, Texas
Other planners in Omaha that publish fees
- Arkfeld Wealth Strategies, L.L.C.Omaha$1,000/yr
- Canvas Retirement Planning LLCOmaha$300/hr, $500-$15,000
- Convergence Advisory GroupOmaha$100-$200/mo
- Cornerstone Financial Group,llcOmaha$5,000-$25,000
- CWS Wealth PartnersOmaha$1,000-$5,000
- Ellerbrock-Norris Wealth Strategies LLCOmaha$250-$20,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.