Cambridge Financial Group, Llc
6700 N. ORACLE RD., Tucson, Arizona 85704
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.
No criminal, civil, or regulatory disclosures found in SEC or FINRA records.
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Detailed Fee Schedule
charge for a financial review. In addition to the initial fee, CFG charges an annual fee of 1.5% of Client’s gross income, (with a minimum annual ongoing fee of $3200), which is payable quarterly, in advance. Clients authorize us to deduct our fee directly from their accounts held at an indep
Source: Form ADV Part 2 BrochureCompensation Transparency
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.