# Cameron Capriotti

> Cameron Capriotti is a fee-only financial advisor at Legacy Chief Financial in The Woodlands, Texas, who holds the CFP and CPA credentials. Legacy Chief Financial reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/cameron-capriotti/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Legacy Chief Financial
- **Based in:** The Woodlands, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $105.1M across 336 accounts
- **Credentials:** CFP, CPA
- **CRD:** 6671030 (https://adviserinfo.sec.gov/individual/summary/6671030)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2016)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://legacycfo.com

## Frequently asked questions

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

Yes. Cameron Capriotti is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Cameron's firm.

### How does Cameron charge for financial advice?

Cameron's firm, Legacy Chief Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Cameron Capriotti based?

Cameron Capriotti is based in The Woodlands, Texas.

### What credentials does Cameron Capriotti hold?

Cameron Capriotti holds the CFP and CPA credentials.

### Is Cameron Capriotti registered with the SEC?

Yes. Cameron Capriotti is registered as an investment adviser representative in TX (CRD 6671030), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Legacy Chief Financial manage?

Legacy Chief Financial reports $105.1M across 336 accounts in assets under management.

### How do I contact Cameron Capriotti?

Through Cameron's website, legacycfo.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/cameron-capriotti-11183): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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