AdvisorCensus / Financial advisors / Cambridge Retirement Partners
Cambridge Retirement Partners
Filed as CAMBRIDGE RETIREMENT PARTNERS · Legal name Cambridge Wealth Advisors, LLC
Cambridge Retirement Partners is an SEC-registered investment advisory firm, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 3, 2026.
Quick answers
From the filingHow is Cambridge Retirement Partners compensated?
On its Form ADV (Item 5.E, October 2026), Cambridge Retirement Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does Cambridge Retirement Partners charge?
Its Form ADV Part 2A brochure dated March 3, 2026 states: Hourly rate: $750 an hour (retirement planning & consultation services). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Is Cambridge Retirement Partners registered with the SEC or a state?
Cambridge Retirement Partners is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 148889.
How much does Cambridge Retirement Partners manage?
Cambridge Retirement Partners reports $237,029,977 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (4% discretionary).
How have Cambridge Retirement Partners' assets and staff changed since 2022?
In the Form ADV data for Cambridge Retirement Partners: Regulatory assets under management: $156,000,000 in the October 2022 data and $237,029,977 in the October 2026 data, up 52%. Total employees: 2 in October 2022 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Cambridge Retirement Partners serve?
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (18); individuals (other than high net worth individuals) (6).
Does Cambridge Retirement Partners report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/148889
Does Cambridge Retirement Partners state an account minimum?
Its Form ADV Part 2A brochure dated March 3, 2026 says: "There is a minimum family of investment accounts value of $1,000,000. The minimum may be waived based on the complexity of the situation, needs of the client, and other criteria at the sole discretion of the Firm."
What changed in Cambridge Retirement Partners' recent Form ADV filings?
In the March 2026 filing data: Regulatory assets under management went from $211,124,983 to $237,029,977 (+12%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
There is a minimum family of investment accounts value of $1,000,000. The minimum may be waived based on the complexity of the situation, needs of the client, and other criteria at the sole discretion of the Firm.
Hourly rate: $750 an hour (retirement planning & consultation services)
The brochure's wording
We earn hourly fees at a rate of up to $750.00 per hour for retirement planning & consultation services.
As stated in the firm's Form ADV Part 2A brochure dated March 3, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$237,029,977 as of October 2026, filing dated March 3, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
Registration and firm details
Items 1, 2, 5- Legal name
- Cambridge Wealth Advisors, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2022 (4 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $237,029,977 | 2 | March 3, 2026 |
| October 2025 | $211,124,983 | 2 | January 22, 2025 |
| October 2024 | $171,077,030 | 2 | March 1, 2024 |
| October 2023 | $143,362,237 | 2 | May 9, 2023 |
| October 2022 | $156,000,000 | 2 | April 26, 2022 |
Regulatory assets under management: $156,000,000 in the October 2022 data and $237,029,977 in the October 2026 data, up 52%.
Total employees: 2 in October 2022 and 2 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- March 2026
- Regulatory assets under management went from $211,124,983 to $237,029,977 (+12%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Cambridge Retirement Partners (CRD 148889): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/cambridge-retirement-partners-148889