Marc Jimenez
CAM Investor Solutions · Austin, Texas
Marc Jimenez is a fee-only financial advisor at CAM Investor Solutions in Austin, Texas, who holds the CFP and CFA credentials. Marc focuses on equity compensation, retirement planning and tax planning. CAM Investor Solutions reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Marc →
Specialties
Who they serve
- Executives
- Founders
- Retirees
- Multi-generational families
Facts
| Firm | CAM Investor Solutions |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $155.4M across 623 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CO, TX · CRD 3170299 |
| Exams passed | Series 63 (1999) · Series 66 (2003) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | caminvestor.com |
| Profile |
Request an introduction to Marc
Tell Marc a little about what you're looking for. Marc isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Marc
Is Marc Jimenez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Marc holds no broker registration, and CAM Investor Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Marc charge for financial advice?
Marc's firm, CAM Investor Solutions, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Marc Jimenez based?
Marc Jimenez is based in Austin, Texas.
What does Marc specialize in?
Marc's specialties include equity compensation, retirement planning, tax planning, founders (pre-exit), small business owners and family wealth transfer. Marc works with executives, founders, retirees and multi-generational families.
What credentials does Marc Jimenez hold?
Marc Jimenez holds the CFP and CFA credentials.
Is Marc Jimenez registered with the SEC?
Yes. Marc Jimenez is registered as an investment adviser representative in CO and TX (CRD 3170299), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does CAM Investor Solutions manage?
CAM Investor Solutions reports $155.4M across 623 accounts in assets under management.
How do I contact Marc Jimenez?
Through Marc's website, caminvestor.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
- CAM Investor Solutions 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.
See something wrong? Request a correction. Read our methodology.