Fiduciary advisors in Cambridge, NY

3 registered advisers

As a New York city, Cambridge maintains a small but active advisory presence. 3 SEC-registered fiduciary firms serve the area, 3 on a fee-only basis.

CAMBRIDGE WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cambridge, New YorkCRD #172938
Typical Fee--
AUM$30M
Minimum--
Clients93

MAIDSTONE WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cambridge, New YorkCRD #291873
Typical Fee--
AUM$25M
Minimum--
Clients33

WEATHERHELM CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cambridge, New YorkCRD #175019
Typical Fee--
AUM$83M
Minimum--
Clients204
Fiduciary Advisors in Cambridge, New York | FiduciaryListings