Cameron Newell
Alpha Financial Advisors · Charlotte, North Carolina
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.
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Facts
| Firm | Alpha Financial Advisors |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $619.3M across 1,520 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in NC, TX · CRD 6367520 |
| Exams passed | Series 63 (2014) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.alphafa.com |
How Cameron's firm compares
- Alpha Financial Advisors's average account is about $407,000, from its Form ADV (assets managed divided by 1,520 accounts).
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Questions about Cameron
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.
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
- 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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