# Brian Mahoney

> Brian Mahoney is a fee-only financial advisor at Camelot Wealth Management in Oldsmar, Florida. Brian charges a percentage of assets (a $250,000 asset minimum).

Page: https://find.wellspent.co/advisors/brian-mahoney/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Camelot Wealth Management
- **Based in:** Oldsmar, Florida
- **Fee model:** Percentage of assets
- **Fees (firm's website):** a $250,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $66.3M across 307 accounts
- **CRD:** 2694964 (https://adviserinfo.sec.gov/individual/summary/2694964)
- **SEC registration:** Investment adviser representative in FL, LA, TX
- **Exams passed:** Series 63 (1996), Series 66 (2009)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.camelotwealth.com

## Frequently asked questions

### Is Brian Mahoney a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Camelot Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Brian charge for financial advice?

Brian charges a percentage of assets.

### How much does Brian charge?

According to Camelot Wealth Management's website, checked October 30, 2026: a $250,000 asset minimum.

### Where is Brian Mahoney based?

Brian Mahoney is based in Oldsmar, Florida.

### Is Brian Mahoney registered with the SEC?

Yes. Brian Mahoney is registered as an investment adviser representative in FL, LA and TX (CRD 2694964), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Camelot Wealth Management manage?

Camelot Wealth Management reports $66.3M across 307 accounts in assets under management.

### How do I contact Brian Mahoney?

Through Brian's website, www.camelotwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2694964): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://camelotwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.