Connecticut Cambridge Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
The firm focuses on serving individual clients and provides comprehensive financial planning and tax services, including income tax planning, investment advice, insurance, pensions, retirement and estate planning, along with tax return preparation and audit representation. It says there is no minimum or maximum asset requirement and can tailor engagements to a full program or limited-scope projects.
The firm presents itself as a fiduciary and emphasizes a fundamental investment analysis that considers economic conditions, earnings, industry outlook, company management and tax benefits rather than technical analysis or charting. It offers ongoing relationships with periodic reviews and day-to-day consultation and typically contracts under annual retainer arrangements or on a project or hourly basis.
Compared with many investment-manager firms, this firm does not use percentage-of-assets-under-management fees and instead relies on retainers, project fees and hourly billing. It also identifies as fee-only, does not sell financial products, and includes services such as tax preparation, audit representation and a simple will under a retainer, features that are less common among peers in its category.
Client services
Financial planning
Expertise
General tax planning
General estate planning guidance
Retirement income strategy
Fee options
Hourly fees charged in some instances
Fee-only: Annual retainer fee determined by income, assets, and complexity of work; some projects or hourly basis fees also possible
Main office location
Connecticut Cambridge Advisors
Southport CT, United States
Number of offices
1
Most active in
Connecticut Cambridge Advisors has reported serving >5 clients in these states in the last 12 months.
Connecticut
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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