# Cameron Newell

> Cameron Newell is a fee-only financial advisor at Alpha Financial Advisors in Charlotte, North Carolina, who holds the CFP and CFA credentials. Alpha Financial Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/cameron-newell/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Alpha Financial Advisors
- **Based in:** Charlotte, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $619.3M across 1,520 accounts
- **Credentials:** CFP, CFA
- **CRD:** 6367520 (https://adviserinfo.sec.gov/individual/summary/6367520)
- **SEC registration:** Investment adviser representative in NC, TX
- **Exams passed:** Series 63 (2014)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** https://www.alphafa.com/

## Frequently asked questions

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

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

### Where is Cameron Newell based?

Cameron Newell is based in Charlotte, North Carolina.

### What credentials does Cameron Newell hold?

Cameron Newell holds the CFP and CFA credentials.

### Is Cameron Newell registered with the SEC?

Yes. Cameron Newell is registered as an investment adviser representative in NC and TX (CRD 6367520), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Alpha Financial Advisors manage?

Alpha Financial Advisors reports $619.3M across 1,520 accounts in assets under management.

### How do I contact Cameron Newell?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6367520): 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

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