Cambridge Financial Group, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$3,500⁠-⁠$71,000/yr

“Standard Retainer Initial Year of Standard Retainer: $5,000 - $71,000 Renewal Years of Standard Retainer: $3,500 - $71,000 Fees are calculated based on the client(s) total income, investible assets, and overall complexity of their financial situation.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Cambridge Financial Group, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Retainer fees are paid quarterly in advance.”
• “In the event that we cannot directly deduct our fee from a client’s accounts or if a client elects to pay our fee directly, we will invoice them for our 7 fee as it becomes due and payable.”
• “When payment is made directly, we accept payment by check or credit card in our sole discretion.”

How Cambridge Financial Group, LLC’s fees compare

• Its annual fee of $3,500-$71,000 spans the Arizona median of $10,000. 98% of the 43 other Arizona planners that publish an annual fee charge less.
• 4 of the 4 other planners in Tucson that publish an annual fee charge less.

About Cambridge Financial Group, LLC

• Firm size: 10 employees.
• Founded: 2001 (25 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• 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

293

Employees

10

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services

Assets managed

$645,804,007

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

117428

Website

cambridgefinancialgroup.com (opens in new tab)

Phone

(520) 531-0550

Can advise clients in 9 states: Arizona, California, Colorado, Hawaii, Louisiana, Maryland, New York, Texas, Washington

Other planners in Tucson that publish fees

• Adam AdvisoryTucson$3,000
• Aio Financial, LLCTucson$750/qtr, $3,000/yr
• Becker Financial ServicesTucson$150/hr
• Capital West Partners, LLCTucson$150/hr
• Elion Financial, LLCTucson$1,500, $3,000⁠-⁠$50,000/yr
• Enlightened Advisors Wealth Management LLCTucson$3,000

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