# Cameron Bozeman

> Cameron Bozeman is a fee-only financial advisor at Magellan Planning Group in Atlanta, Georgia. Magellan Planning Group reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/cameron-bozeman/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Magellan Planning Group
- **Based in:** Atlanta, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $210.0M across 420 accounts
- **CRD:** 5115046 (https://adviserinfo.sec.gov/individual/summary/5115046)
- **SEC registration:** Investment adviser representative in GA, TX
- **Exams passed:** Series 63 (2008), Series 65 (2007)
- **Firm size:** 3 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.magellanplanning.com/

## Frequently asked questions

### Is Cameron Bozeman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Cameron holds no broker registration, and Magellan Planning Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Cameron charge for financial advice?

Cameron's firm, Magellan Planning Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Cameron Bozeman based?

Cameron Bozeman is based in Atlanta, Georgia.

### Is Cameron Bozeman registered with the SEC?

Yes. Cameron Bozeman is registered as an investment adviser representative in GA and TX (CRD 5115046), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Magellan Planning Group manage?

Magellan Planning Group reports $210.0M across 420 accounts in assets under management.

### How do I contact Cameron Bozeman?

Through Cameron's website, www.magellanplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5115046): 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

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