Fee-only adviser · Columbus, OH
Cambridge Financial and Tax Advisors, LLC.
Cambridge Financial and Tax Advisors, LLC. is a fee-only investment adviser registered with the securities regulator of Ohio, with its main office in Columbus, Ohio. On its latest Form ADV, filed April 17, 2026, it reports 50 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Ohio |
|---|---|
| Firm CRD number | 145773 |
| Office | 830 E Johnstown RD Suite a Columbus, OH 43230 |
| Phone | (614) 414-0600 |
| Website | Not listed |
| Regulatory assets under management | Not reported |
| Individual clients | 50 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Hourly, Fixed fee, Other |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | April 17, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Columbus
- Hamilton Capital $4.9B
- Asendo Wealth Advisory $867M
- Peak Retirement Planning, Inc. $903M
- Summit Financial Strategies Inc $2.3B
- The Joseph Group Capital Management $1.1B
- Strategic Planning, Inc. $377M
See all 47 fee-only advisers in Columbus →
Nearby
- Upper Arlington 4 firms
- Worthington 1 firm
- Dublin 21 firms
- Hilliard 2 firms
- Powell 3 firms
- Bexley 1 firm
- Lewis Center 1 firm
- Westerville 6 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Cambridge Financial and Tax Advisors, LLC.? Update this listing.