Cameron Bozeman
Magellan Planning Group · Atlanta, Georgia
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.
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Facts
| Firm | Magellan Planning Group |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $210.0M across 420 accounts |
| SEC registration | Investment adviser representative in GA, TX · CRD 5115046 |
| Exams passed | Series 63 (2008) · Series 65 (2007) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.magellanplanning.com |
| Profile |
How Cameron's firm compares
- Magellan Planning Group's average account is about $500,000, from its Form ADV (assets managed divided by 420 accounts).
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Questions about Cameron
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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