Advisor at Cambridge Cape Cod Advisors, LLC
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Firm
Cambridge Cape Cod Advisors, LLC
Location
Sandwich, MA 02563
Credentials
CFP®, Series 63
Industry experience
21 years
Gregory Fenton is a CFP® professional with 21 years of industry experience, currently serving at Cambridge Cape Cod Advisors, LLC since 1997. He holds a Series 63 license and is based in Sandwich, Massachusetts. Cambridge Cape Cod Advisors serves retired and upper-income individuals and families, providing holistic financial planning and investment advisory services through a fee-only model. The firm focuses on comprehensive planning, including retirement, estate, and tax planning, and is notable for managing a large amount of non-discretionary assets while offering tailored investment policy statements and periodic portfolio reviews.
Based on Cambridge Cape Cod Advisors, LLC
Project retainer services provided on flat-fee basis; Financial Review flat fee of $1,200
Account minimum: $100,000 (negotiable to lower at Advisor's discretion) Minimum fee: Initial year open retainer fee between $5,000-$50,000; renewal years open retainer fee between $5,000-$50,000, negotiated and paid annually Fee-only: Fee-only financial planning services via open retainer ($5,000-$50,000 annually) and project fees; no commissions charged by Advisor
128 Route 6 A
Sandwich, MA 02563
Massachusetts
Cambridge Cape Cod Advisors
1997 - Present (29 years)
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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