Firm
Camelot Wealth Management
Oldsmar, Florida
Fee-only
Camelot Wealth Management at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 101 individual clients, 7 of them high net worth.
- Its average account is about $216,000 (assets it manages divided by its 307 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Oldsmar, Florida |
|---|---|
| Website | camelotwealth.com |
| Phone | (813) 510-4910 |
Camelot Wealth Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $250,000 |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"We generally require at least $250,000.00 for ongoing investment management services." source
"Our fees vary based on the assets under management, and we do not offer any products that are commission-based." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $66 million |
| Individual clients | 94 |
| High-net-worth clients | 7 |
| Accounts managed | 307 |
| Employees | 2 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | August 18, 2026 |
| SEC record | CRD 171275 |