Cameron Dunford
Cameron Dunford is a registered investment advisor at Varra Wealth Management LLC, based in Louisville, CO, with 17 years of industry experience. Cameron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 430 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fee Estimator
Location
1849 Cherry Street, Unit 16, Louisville, CO, 80027
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Cameron operates Varra Financial Associates as a DBA for his LPL business and dedicates full-time hours to it. He also owns rental real estate, has business entities for tax/investment purposes, and provides investment advisory services through Varra Wealth Management, LLC, spending nearly full-time hours on this activity.
Employment History
Current Registrations
Varra Wealth Management LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Oppenheimerfunds Distributor, INC.Broker
Mutual of America Life Insurance CompanyBroker
Mutual of America Securities CorporationBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations6 states
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.