Cam Investor Solutions fees and pricing
Financial planner in Austin, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 5, 2026, Cam Investor Solutions charges $125-$250 an hour and a flat or project fee of $2,500-$20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $125-$250/hr
“Hourly fees range from $125 - $250 per hour, depending on what is negotiated between CAM Investor Solutions and the client.”
- Flat or project fee
- $2,500-$20,000
“Fixed fees for longer-term consulting projects range from $2,500 to $20,000 per project.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Cam Investor Solutions bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Asset Management – Fees are charged in advance and are based primarily on asset size and the level of complexity of the services provided.”
- “Fees for the initial quarter will be prorated based upon the number of calendar days in the calendar quarter that the advisory agreement is in effect.”
- “Fees are charged in advance on a quarterly basis, meaning that advisory fees for a quarter are charged on the first day of the quarter.”
How Cam Investor Solutions’ fees compare
- Its hourly rate of $125-$250 is below the Texas median of $275. 13% of the 468 other Texas planners that publish an hourly rate charge less.
- 2 of the 57 other planners in Austin that publish an hourly rate charge less.
- Its flat or project fee of $2,500-$20,000 spans the Texas median of $3,850. 86% of the 401 other Texas planners that publish a flat or project fee charge less.
- 39 of the 48 other planners in Austin that publish a flat or project fee charge less.
About Cam Investor Solutions
- Firm size: 3 employees.
- Registered as an adviser: 2017 (9 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 146
- Employees
- 3
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $155,400,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 286078
- Phone
- (720) 575-7775
Can advise clients in 7 states: Arizona, California, Colorado, Florida, Georgia, Nebraska, Texas
Other planners in Austin that publish fees
- 360 Wealth CreationAustin$250/hr
- Alongside, LLCAustin$5,000, $2,500-$10,000/mo
- Argus Wealth ManagementAustin$250/hr, $2,500-$5,000
- Arka Financial Services L.L.C.Austin$2,000, $750/yr
- Austin AssetAustin$5,000/yr
- Austin Money Management CorporationAustin$500/hr, $5,000-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.