Cambridge Wealth Management, LLC fees and pricing
Financial planner in Cambridge, New York. Registered with the SEC.
According to its Form ADV Part 2A brochure dated April 2, 2026, Cambridge Wealth Management, LLC charges $300 an hour and a flat or project fee of $4,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“If termination occurs thereafter, fees will be prorated to the date of termination and any unearned portion of the fee will be refunded to you based on an hourly rate of $300.00.”
- Flat or project fee
- $4,000
“In the event of a client’s death or disability, Cambridge Wealth Management will continue management of the account until we are notified of the client’s death or disability and given alternative instructions by an authorized party. 9 Financial Planning Fee The fee for a comprehensive financial plan is $4,000, and…”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Cambridge Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Cambridge Wealth Management’s investment management fees are negotiable, and these fees are negotiated with the client ahead of time.”
- “In addition, Cambridge Wealth Management will send an invoice to you on a monthly basis.”
- “We charge investment management accounts initiated or terminated during a calendar month or quarter a prorated fee.”
How Cambridge Wealth Management, LLC’s fees compare
- Its hourly rate of $300 matches the New York median of $300. 45% of the 301 other New York planners that publish an hourly rate charge less.
- Its flat or project fee of $4,000 is below the New York median of $4,500. 47% of the 251 other New York planners that publish a flat or project fee charge less.
About Cambridge Wealth Management, LLC
“We will offer an initial complimentary meeting upon our discretion; however, investment advisory services are initiated only after you and Cambridge Wealth Management execute an engagement letter or client agreement.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 26
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and educational seminars and workshops
- Assets managed
- $31,820,998
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 172938
- Phone
- (518) 677-3781
Other planners in Cambridge that publish fees
- Maidstone Wealth Management, LLCCambridge$150/hr
- 4Thought Financial Group Inc.Syosset$200/hr, $100/mo
- Abaya Wealth Management LLCBuffalo$2,000-$5,000
- Abby Advisors LLCDobbs Ferry$250/hr, $500
- Abernathy Group II LLCNew York$750/hr, $1,000/yr
- About Time Financial PlanningRochester$1,000-$2,000, $700-$3,200/qtr
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.