A complete list of active advisors currently associated with Cambridge Cape Cod Advisors, LLC

Warmer can help you find a great advisor at Cambridge Cape Cod Advisors, LLC or one who fits your needs even better.

Cambridge Cape Cod Advisors serves retired and upper‑income individuals and families, providing holistic financial planning and investment advisory services that include investment analysis, retirement and estate planning, tax planning coordination, insurance reviews, and pension/401(k) consulting. The firm operates as a fee‑only advisor and offers comprehensive “open retainer” engagements as well as narrower project retainer and financial review options, and it may recommend custodians, sub‑advisors, or turnkey asset management programs for implementation. CCCA creates tailored Investment Policy Statements, analyzes cash flow and debt, and conducts periodic reviews to align portfolios with clients’ goals and risk tolerances. Although the brochure describes discretionary management capabilities, it discloses that as of January 1, 2026 the firm reported $194,779,475 in non‑discretionary assets under management, reflecting that many client relationships retain approval authority or are implemented through recommended sub‑advisors. What distinguishes the firm from many peers is the predominance of non‑discretionary AUM at a scale that is uncommon for supported firms, indicating a client base that often prefers to retain control over transactions or to use outside managers. The firm’s combination of a fee‑only retainer model, standalone project reviews, pension consulting services, and membership in the Alliance of Comprehensive Planners and NAPFA underscores a practice focused on coordinated, comprehensive planning and referral relationships with tax and legal specialists.

To learn more about the advisors currently working at Cambridge Cape Cod Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Gregory Fenton	Sandwich, MA	21

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