Kameron Helmuth
Kameron Helmuth is a CFP-designated registered investment advisor at Vestia Personal Wealth Advisors, based in Fort Wayne, IN, with 13 years of industry experience. Kameron 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
9121 Illinois Road, Suite 51, Fort Wayne, IN, 46804
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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
Kameron is a managing member of Vestia Insurance, LLC, where Vestia Advisors may offer or refer insurance solutions, and he dedicates minimal time to this. He is also treasurer for a non-profit BBQ social club, a consultant for State Bank, and a managing member of Vestia Ventures, LLC.
Employment History
Current Registrations
Vestia Personal Wealth Advisors
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
PNC Investments
PNC InvestmentsBroker
MML Investors Services, LLCBroker
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.