Cameron Willcox
Willcox Wealth Management · Denver, Colorado
Cameron Willcox is a fee-only financial advisor at Willcox Wealth Management in Denver, Colorado, who holds the CFP and EA credentials. Cameron charges a percentage of assets, a flat fee or retainer and a one-time planning fee (1.1% a year on the first tier of assets managed) and focuses on equity compensation, retirement planning and tax planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Willcox Wealth Management |
|---|---|
| Based in | Denver, Colorado |
| Fee model | Percentage of assets · Flat fee or retainer · One-time planning fee |
| Fees (firm's website) | 1.1% a year on the first tier of assets managed |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $3.3M across 18 accounts |
| Credentials | CFP · EA |
| SEC registration | Investment adviser representative in CO, NY · CRD 7174888 |
| Exams passed | Series 63 (2019) · Series 66 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | willcoxwealthmanagement.com |
| Profile |
How Cameron's firm compares
- Willcox Wealth Management's average account is about $186,000, from its Form ADV (assets managed divided by 18 accounts).
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Questions about Cameron
Is Cameron Willcox a fee-only financial advisor?
Yes. Cameron Willcox is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Cameron's firm.
How does Cameron charge for financial advice?
Cameron charges a percentage of assets, a flat fee or retainer and a one-time planning fee.
How much does Cameron charge?
According to Willcox Wealth Management's website, checked October 28, 2026: 1.1% a year on the first tier of assets managed.
Does Cameron work with clients virtually?
Yes. Willcox Wealth Management says on its website that it works with clients remotely.
Where is Cameron Willcox based?
Cameron Willcox is based in Denver, Colorado.
What does Cameron specialize in?
Cameron's specialties include equity compensation, retirement planning, tax planning and estate & legacy planning. Cameron works with retirees and pre-retirees.
What credentials does Cameron Willcox hold?
Cameron Willcox holds the CFP and EA credentials.
Is Cameron Willcox registered with the SEC?
Yes. Cameron Willcox is registered as an investment adviser representative in CO and NY (CRD 7174888), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Willcox Wealth Management manage?
Willcox Wealth Management reports $3.3M across 18 accounts in assets under management.
How do I contact Cameron Willcox?
Through Cameron's website, willcoxwealthmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Willcox Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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