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Cameron Simmons

Strategic Advisers LLC
11 Years of Experience
Overland Park, KS
5 DisclosuresBroker
View SEC Summary
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Cameron Simmons is a registered investment advisor at Strategic Advisers LLC, based in Overland Park, KS, with 11 years of industry experience. Cameron is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2,401,763 clients with $1400B in assets under management.

Strategic Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16991 advisors
Number of Clients
2,401,763 clients
Average Client Portfolio
$570K average
Assets Under Management
$1370.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.85%
$100K - $250K0.80%
$250K+0.70%

Rates shown are the standard maximum gross advisory fees for plans with less than 20% employee enrollment. For plans with greater than 20% enrollment, the tiers are 0.80% for the first $100K, 0.70% for $100K-$250K, and 0.60% for assets over $250K. Fees are subject to a plan credit amount that reduces the gross fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

11200 Nall Avenue, Overland Park, KS, 66211-1233

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History

Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
July 2026
Pending
Financial
May 2026
Pending
Financial
March 2026
Pending
Financial
March 2026
Pending
Financial
February 2026
Pending
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Cameron is a self-publishing author and spends a few hours per week writing. Cameron is also creating an app called Talkward and consults through app development, dedicating a few hours per week to this endeavor.

Employment History
Current Registrations
Strategic Advisers LLC
March 2025 - Present · 1 yr 7 mos
Fidelity Brokerage Services LLC
June 2020 - Present · 6 yrs 4 mos
Fidelity Brokerage Services LLCBroker
June 2020 - Present · 6 yrs 4 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
June 2020 - March 2025 · 4 yrs 9 mos
TD Ameritrade, INC.
April 2018 - May 2020 · 2 yrs 1 mo
TD Ameritrade Investment Management, LLC
April 2018 - May 2020 · 2 yrs 1 mo
TD Ameritrade, INC.Broker
April 2018 - May 2020 · 2 yrs 1 mo
TD Ameritrade Investment Management, LLC
April 2018 - April 2018 · 0 mos
TD Ameritrade, INC.
April 2018 - April 2018 · 0 mos
Strategic Advisers, INC.
August 2015 - March 2018 · 2 yrs 7 mos
Fidelity Brokerage Services LLCBroker
April 2015 - March 2018 · 2 yrs 11 mos
State Registrations21 states
ARAZCODEFLGAIAILKSMAMONENJNMNYOKORPASDTXWI
AdvisorBrokerBoth

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.
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