# Cameron Jensen

> Cameron Jensen is a fee-only financial advisor at Cross Financial in Fulshear, Texas, who holds the CFP credential. Cameron focuses on retirement planning. Cross Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Cross Financial
- **Based in:** Fulshear, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $481.8M across 2,907 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **CRD:** 4189566 (https://adviserinfo.sec.gov/individual/summary/4189566)
- **SEC registration:** Investment adviser representative in OR, TX
- **Exams passed:** Series 63 (2004), Series 66 (2006)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** http://www.crossfinancialmgmt.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Cameron holds no broker registration, and Cross Financial 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, Cross Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Cameron Jensen based?

Cameron Jensen is based in Fulshear, Texas.

### What does Cameron specialize in?

Cameron's specialties include retirement planning.

### What credentials does Cameron Jensen hold?

Cameron Jensen holds the CFP credential.

### Is Cameron Jensen registered with the SEC?

Yes. Cameron Jensen is registered as an investment adviser representative in OR and TX (CRD 4189566), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Cross Financial manage?

Cross Financial reports $481.8M across 2,907 accounts in assets under management.

### How do I contact Cameron Jensen?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4189566): 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://www.crossfinancialmgmt.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.