William Cameron
Third Millennium Advisors · Barboursville, Virginia
William Cameron is a fee-only financial advisor at Third Millennium Advisors in Barboursville, Virginia, who holds the CFP credential. William focuses on estate & legacy planning. Third Millennium Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Third Millennium Advisors |
|---|---|
| Based in | Barboursville, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $34.6M across 10 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VA · CRD 2360063 |
| Exams passed | Series 63 (1993) · Series 65 (1993) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.tma-inc.com |
How William's firm compares
- Third Millennium Advisors's average account is about $3.5 million, from its Form ADV (assets managed divided by 10 accounts).
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Questions about William
Is William Cameron a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Third Millennium Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William's firm, Third Millennium Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is William Cameron based?
William Cameron is based in Barboursville, Virginia.
What does William specialize in?
William's specialties include estate & legacy planning.
What credentials does William Cameron hold?
William Cameron holds the CFP credential.
Is William Cameron registered with the SEC?
Yes. William Cameron is registered as an investment adviser representative in VA (CRD 2360063), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Third Millennium Advisors manage?
Third Millennium Advisors reports $34.6M across 10 accounts in assets under management.
How do I contact William Cameron?
Through William's website, www.tma-inc.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
- Third Millennium Advisors 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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