Kameron Barzegar
RJ Patterson Group · San Diego, California
Kameron Barzegar is a fee-only financial advisor at RJ Patterson Group in San Diego, California. Kameron focuses on retirement planning, estate & legacy planning and tax planning. RJ Patterson Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Early-career professionals
- Divorced individuals
- Multi-generational families
Facts
| Firm | RJ Patterson Group |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | Typically works with clients with $500,000 or more |
| Accepting new clients | Yes |
| Assets under management | $142.4M across 521 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7420772 |
| Exams passed | Series 65 (2021) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | rjpattersongroup.com |
| Profile |
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Questions about Kameron
Is Kameron Barzegar a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kameron holds no broker registration, and RJ Patterson Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kameron charge for financial advice?
Kameron's firm, RJ Patterson Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Kameron charge?
According to RJ Patterson Group's website, checked October 30, 2026: typically works with clients with $500,000 or more.
Where is Kameron Barzegar based?
Kameron Barzegar is based in San Diego, California.
What does Kameron specialize in?
Kameron's specialties include retirement planning, estate & legacy planning, tax planning, family wealth transfer and divorce financial planning. Kameron works with early-career professionals, divorced individuals and multi-generational families.
Is Kameron Barzegar registered with the SEC?
Yes. Kameron Barzegar is registered as an investment adviser representative in CA (CRD 7420772), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does RJ Patterson Group manage?
RJ Patterson Group reports $142.4M across 521 accounts in assets under management.
How do I contact Kameron Barzegar?
Through Kameron's website, rjpattersongroup.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
- RJ Patterson Group 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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