Cambridge Wealth Counsel

Cambridge Wealth Counsel (CRD# 127349) is a financial advisory firm headquartered in Atlanta, GA. They manage $238,479,605 in 993 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    238
    MILLION
  • Total Number of Accounts
    993
    ACCOUNTS
  • Average Account Value
    $240,161
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, TX, UT

Financial Advisors at Cambridge Wealth Counsel
Showing 1 - 3 of 3 top financial advisors.
1
Brandy K. Tindell
CRD#: 4275094
115 Perimeter Center Place, Ne, Suite 1060, Atlanta, GA 30346
93
Wealthminder
score

Brandy Tindell (CRD# 4275094) is an Investment Advisor Representative working at Cambridge Wealth Counsel in Atlanta, GA and has over 15 years of experience in the finance industry.

2
Robert S. Hockett
CRD#: 4670605
115 Perimeter Center Place, Ne, Suite 860, Atlanta, GA 30346
90
Wealthminder
score

Robert Hockett (CRD# 4670605) is an Investment Advisor Representative working at Cambridge Wealth Counsel in Atlanta, GA and has 1 year of experience in the finance industry. Robert Hockett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Barry H. Kaplan
CRD#: 5155847
115 Perimeter Center Place, Ne, Suite 860, Atlanta, GA 30346
90
Wealthminder
score

Barry Kaplan (CRD# 5155847) is an Investment Advisor Representative working at Cambridge Wealth Counsel in Atlanta, GA and has 1 year of experience in the finance industry. Barry Kaplan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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