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Financial planning in Cambridge, MA

6 advisers in Cambridge offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 6

Cip Capital Management, LLC799 Cambridge Street · Cambridge, MA 02141 · (617) 354-0866 · Financial planningCRD 321225 · % of assets, Fixed fees · $2.6 million AUMState registeredNo commissions reportedEast Horizon InvestmentsOne Broadway, 14th Floor · Cambridge, MA 02142 · (617) 401-2704 · Financial planningCRD 158364 · % of assets, Hourly charges · $63.5 million AUMState registeredNo commissions reportedEtre LLC135 Garden Street · Cambridge, MA 02138 · (617) 945-9401 · Financial planningCRD 121355 · % of assets · $216.8 million AUMSEC registeredNo commissions reportedGc Wealth Management Ria, LLC20 University Road, 4th Floor · Cambridge, MA 02138 · (617) 234-7000 · Financial planningCRD 327269 · % of assets, Fixed fees · $5.8 billion AUMSEC registeredNo commissions reportedKendall Wealth LLC10 Rogers Street, Suite 118 · Cambridge, MA 02142 · (617) 945-2371 · Financial planningCRD 113901 · % of assets, Hourly charges, Fixed fees · $62.0 million AUMState registeredNo commissions reportedPinney & Scofield, INC.22 Hilliard Street · Cambridge, MA 02138 · (617) 492-6223 · Financial planningCRD 105365 · % of assets, Hourly charges · $858.7 million AUMSEC registeredNo commissions reported