Cameron Moore
Plan & Act · Buena Vista, Colorado
Cameron Moore is a fee-only financial advisor at Plan & Act in Buena Vista, Colorado. Cameron charges an ongoing planning fee.
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Facts
| Firm | Plan & Act |
|---|---|
| Based in | Buena Vista, Colorado |
| Fee model | Ongoing planning fee |
| Works virtually | Yes |
| Assets under management | $64M across 451 accounts |
| SEC registration | Investment adviser representative in CO, FL, MI, OH, TX · CRD 8041203 |
| Exams passed | Series 65 (2025) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.planandact.com |
How Cameron's firm compares
- Plan & Act's average account is about $142,000, from its Form ADV (assets managed divided by 451 accounts).
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Questions about Cameron
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.
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
- Plan & Act website : specialties, clients served, and fees, checked October 30, 2026
- 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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