Zachary Avery
Zachary Avery is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Springfield, OH, with 7 years of industry experience. Zachary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.
Fee Estimator
Location
5000 Urbana Rd, Springfield, OH, 45502
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Zachary is an advisory representative of a registered investment advisor, dedicating about half his time to investment-related activities. He is also an independent insurance agent for various independent insurance companies, spending a few hours per week on this activity.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
State Registrations3 states
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
More Advisors
- John CampbellCambridge Investment Research Advisors, INC.
- Robert Ames, CFPPrivate Advisor Group, LLC
- Trent Schuler, CFPGwn Securities INC.
- Peter Foreman, CFPAmeriprise Financial Services, LLC
- Eric Powell, CFPLPL Financial LLC
- Andrew Barlow, CFPLPL Financial LLC