Robin Bess is a registered investment advisor at Cambridge Financial Advisors, LLC, based in Salida, CO, with 11 years of industry experience. Robin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 197 clients.
Compensation
Firm Size
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Fee Structure
Cambridge Financial Advisors provides investment consultation and advice, including strategic asset allocation and security selection. They recommend a passive (buy and hold) approach with annual rebalancing. They generally recommend low-cost, passively managed mutual funds and ETFs. Cambridge Financial Advisors does not actively or continuously manage client portfolios.
Location
339 E Highway 50, Suite 104, Salida, CO, 81201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Cambridge Financial Advisors, LLC
State Registrations4 states
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