David Bernstein is a CFP-designated registered investment advisor at Connecticut Cambridge Advisors, based in Southport, CT, with 16 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more.
Compensation
Firm Size
IM Fee
Fee Structure
CT Cambridge Advisors primarily works on an annual retainer basis for ongoing financial planning. The annual fee is determined based on your income, assets, and the overall complexity of your situation. This ongoing agreement includes:
- Regular periodic reviews
- Day-to-day consultation and ongoing support
- Income tax preparation and audit representation
- A simple will prepared by a local attorney
- Project-based or hourly financial planning — available for clients who do not need a full annual program, charged by the project or on an hourly basis depending on your specific needs (such as tax analysis or estate planning)
Contact
David Bernstein
Location
Southport, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Connecticut Cambridge Advisors
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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