CR
CFP
CR
CFP

Cameron Ressetar

12 Years of Experience
Allen, TX

Cameron Ressetar is a CFP-designated registered investment advisor at Steadtrust, based in Allen, TX, with 12 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, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 599 clients with $440M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
599 clients
Average Client Portfolio
$733K average
Assets Under Management
$438.9M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Steadtrust
April 2025 - Present · 1 yr
Previous Registrations
Apeiron
December 2018 - May 2025 · 6 yrs 5 mos
National Asset Management, INC.
January 2018 - December 2018 · 11 mos
National Securities CorporationBroker
July 2017 - December 2018 · 1 yr 5 mos
Wfg Advisors, LP
July 2014 - July 2017 · 3 yrs
Wfg Investments, INC.Broker
March 2014 - July 2017 · 3 yrs 4 mos
State Registrations1 state
TX
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.