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Cameron Bozeman

Magellan Planning Group
19 Years of Experience
Atlanta, GA
2 Disclosures
View SEC Summary
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Cameron Bozeman is a registered investment advisor at Magellan Planning Group, based in Atlanta, GA, with 19 years of industry experience. Cameron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 251 clients with $210M in assets under management.

Magellan Planning Group
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
251 clients
Average Client Portfolio
$837K average
Assets Under Management
$210.0M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.25%
$1.0M - $5.0M1.00%
$5.0M - $10.0M0.85%
$10.0M - $50.0M0.75%
$50M+0.50%

Fees are calculated on a blended schedule up to $1M and a breakpoint schedule above $1M. Fees are negotiable at the advisor's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4170 Ashford Dunwoody Rd., Suite 480, Atlanta, GA, 30319

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
January 1997
Final Disposition
Criminal
September 1991
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Cameron works as a research associate for Magellan Planning Group, Inc., focusing on investment, financial, and estate planning. This role involves maintaining client accounts according to investment models and conducting general research, taking nearly full-time.

Employment History
Current Registrations
Magellan Planning Group
January 2026 - Present · 9 mos
Previous Registrations
Cetera Investment Advisers LLC
March 2023 - December 2025 · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
June 2021 - December 2025 · 4 yrs 6 mos
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
April 2009 - June 2021 · 12 yrs 2 mos
Voya Financial Advisors, INC.Broker
April 2009 - June 2021 · 12 yrs 2 mos
Raymond James Financial Services
November 2008 - December 2008 · 1 mo
Raymond James Financial Services, INC.Broker
June 2008 - December 2008 · 6 mos
Magellan Wealth Management, LLC
June 2007 - April 2009 · 1 yr 10 mos
State Registrations2 states
GATX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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