Cameron Uttley
John E. Sestina and Company · Columbus, Ohio
Cameron Uttley is a fee-only financial advisor at John E. Sestina and Company in Columbus, Ohio, who holds the CFP credential. John E. Sestina and Company reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | John E. Sestina and Company |
|---|---|
| Based in | Columbus, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $744.0M across 12,193 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 7391171 |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.managingtobewealthy.com |
How Cameron's firm compares
- John E. Sestina and Company's average account is about $61,000, from its Form ADV (assets managed divided by 12,193 accounts).
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Questions about Cameron
Is Cameron Uttley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cameron holds no broker registration, and John E. Sestina and Company 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, John E. Sestina and Company, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Cameron Uttley based?
Cameron Uttley is based in Columbus, Ohio.
What credentials does Cameron Uttley hold?
Cameron Uttley holds the CFP credential.
Is Cameron Uttley registered with the SEC?
Yes. Cameron Uttley is registered as an investment adviser representative in OH (CRD 7391171), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does John E. Sestina and Company manage?
John E. Sestina and Company reports $744.0M across 12,193 accounts in assets under management.
How do I contact Cameron Uttley?
Through Cameron's website, www.managingtobewealthy.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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