Cameron Capriotti
Legacy Chief Financial · The Woodlands, Texas
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.
Request an introduction to Cameron →
Facts
| Firm | Legacy Chief Financial |
|---|---|
| Based in | The Woodlands, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $105.1M across 336 accounts |
| Credentials | CFP · CPA |
| SEC registration | Investment adviser representative in TX · CRD 6671030 |
| Exams passed | Series 65 (2016) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | legacycfo.com |
| Profile |
How Cameron's firm compares
- Legacy Chief Financial's average account is about $313,000, from its Form ADV (assets managed divided by 336 accounts).
Request an introduction to Cameron
Tell Cameron a little about what you're looking for. Cameron isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Cameron
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in The Woodlands
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.