Camille Bouvet is a CFP-designated registered investment advisor at Oath Planning, LLC, based in San Diego, CA, with 7 years of industry experience. Camille 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 502 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Oath Planning's investment management fees are based on the amount of your portfolio and the service level you choose (Silver, Gold, or Platinum). The annual fee is a percentage of your portfolio. All fees are negotiable, and family accounts may be combined for fee assessment. Investment management clients receive financial planning services at no additional cost.
Here's a breakdown of the annual fees:
- Less than $500,000
- Silver: 0.98%
- Gold: 1.18%
- Platinum: 1.48%
- $500,000 to $1,000,000
- Silver: 0.98%
- Gold: 0.98%
- Platinum: 1.18%
- More than $1,000,000
- Silver: 0.98%
- Gold: 0.98%
- Platinum: 0.98%
Location
San Diego, CA
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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
Oath Planning, LLC
Previous Registrations
Root Financial Partners
Aldrich Wealth LP
Origin Investment Advisory LLC
Abd Retirement Services, INC.Broker
Newfront Retirement Services, INC.
Yeske Buie INC.
State Registrations3 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.