Cambridge Cape Cod Advisors, LLC fees and pricing
Financial planner in Sandwich, Massachusetts. Registered with the SEC.
According to its Form ADV Part 2A brochure dated January 8, 2026, Cambridge Cape Cod Advisors, LLC charges a flat or project fee of $1,500 and an annual fee of $5,000-$50,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 8, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,500
“The cost for a Financial Review is a flat fee of $1,500, due at the beginning of the Review appointment.”
- Annual fee
- $5,000-$50,000/yr
“Advisor Fee-Only Retainer Pursuant to an investment advisory contract signed by each client, the client will pay the Advisor an initial year of open retainer of between $5,000-$50,000 and renewal years of an open retainer between $5,000 $50,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Cambridge Cape Cod Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are calculated annually and payable monthly, quarterly, or semi- annually, in advance.”
- “At CCCA's discretion, fees may be paid with one-half due at the beginning of the engagement and the remainder upon completion.”
How Cambridge Cape Cod Advisors, LLC’s fees compare
- Its flat or project fee of $1,500 is below the Massachusetts median of $4,750. 9% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
- Its annual fee of $5,000-$50,000 spans the Massachusetts median of $8,250. 94% of the 62 other Massachusetts planners that publish an annual fee charge less.
About Cambridge Cape Cod Advisors, LLC
- Firm size: 2 employees.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- 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
- Clients
- 123
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $194,779,475
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 133301
- Phone
- (508) 888-9300
Other planners in Massachusetts that publish fees
- 1620 Investment Advisors, Inc.Plymouth$75-$175/hr
- Aaf Wealth Management, LLCWestborough$350/hr, $750-$10,000
- Abraham, Robert Ralph JRSalem$400-$3,000
- Access Financial Planning, LLCNewburyport$6,000-$10,000/yr
- Access Investment ManagementMelrose$250/hr, $1,000-$4,000
- Act 2 PlanningWinchester$100-$500
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.