Cameron Heasley
Cameron Heasley is a CFP-designated registered investment advisor at Vestia Personal Wealth Advisors, based in Indianapolis, IN, with 16 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 3,829 clients with $830M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
This fee schedule applies to the Vestia Disciplined Wealth Management Platform and all Private Capital Assets. Vestia Legacy clients have a different fee schedule. The Emerging Wealth Management platform has a 0.50% annual fee plus a separate platform fee charged by Betterment.
Fee Estimator
Location
9955 Crosspoint Blvd, Suite 200, Indianapolis, IN, 46256
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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 ActivitiesSells Insurance
Cameron is the owner of Vestia Advisors, LLC, an SEC registered investment advisor, dedicating nearly full-time hours to it. He also holds executive leadership roles in several other entities, including Vestia Insurance, LLC, and Vestia Ventures LLC, among others, dedicating varying amounts of time to each.
Employment History
Current Registrations
Vestia Personal Wealth Advisors
Previous Registrations
Larson Financial Group, LLC
Larson Financial Securities, LLCBroker
Financial Network Investment CorporationBroker
Quest Capital Strategies, INC.Broker
State Registrations1 state
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.