Cameron Penney is a CFP-designated registered investment advisor at Penney Financial, based in Houston, TX, with 14 years of industry experience. Cameron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 93 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 $1.5M | 0.65% |
| $1.5M - $3.0M | 0.55% |
| $3.0M - $5.0M | 0.45% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.28% |
The fee is deducted from client accounts monthly in arrears and is based on the average daily balance of the billing period. If the client recently completed a Financial Plan (within 60 days), the first 12 months may be discounted at the Firm’s discretion up to 100% of the previously completed Financial Plan cost.
Fee Estimator
Contact
Cameron Penney
Location
825 Town and Country Lane, 12th Fl, Houston, TX, 77024-4563
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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 →Employment History
Current Registrations
Penney Financial
Previous Registrations
Ameriprise Financial Services, INC.
Stavis & Cohen Financial
J.P. Morgan Securities LLC
Chase Investment Services CORP.
First Command Financial Planning, INC.
State Registrations2 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.
Exams
Additional Information
We offer a complimentary 'Get Acquainted Meeting' to see if we are the right partner for you.