# Cameron Moore

> Cameron Moore is a fee-only financial advisor at Plan & Act in Buena Vista, Colorado. Cameron charges an ongoing planning fee.

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

## Facts

- **Firm:** Plan & Act
- **Based in:** Buena Vista, Colorado
- **Fee model:** Ongoing planning fee
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $64M across 451 accounts
- **CRD:** 8041203 (https://adviserinfo.sec.gov/individual/summary/8041203)
- **SEC registration:** Investment adviser representative in CO, FL, MI, OH, TX
- **Exams passed:** Series 65 (2025)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.planandact.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Cameron holds no broker registration, and Plan & Act 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 charges an ongoing planning fee.

### Does Cameron work with clients virtually?

Yes. Plan & Act says on its website that it works with clients remotely.

### Where is Cameron Moore based?

Cameron Moore is based in Buena Vista, Colorado.

### Is Cameron Moore registered with the SEC?

Yes. Cameron Moore is registered as an investment adviser representative in CO, FL, MI, OH and TX (CRD 8041203), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Plan & Act manage?

Plan & Act reports $64M across 451 accounts in assets under management.

### How do I contact Cameron Moore?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8041203): 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.planandact.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.