Joel Fay is a ChFC-designated registered investment advisor at Cambridge Financial Advisors, LLC, based in Salida, CO, with 4 years of industry experience. Joel 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
Number of Clients
Average Client Portfolio
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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Joel is a volunteer member of the endowment sub-committee for Christ Church Cathedral Episcopal Church since December 2022. He dedicates minimal time to this non-investment related activity, assisting the vestry in monitoring investment performance.
Employment History
Current Registrations
Cambridge Financial Advisors, LLC
State Registrations6 states
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