CD
CFP
CD
CFP

Cameron Dechesaro

8 Years of Experience
Phoenix, AZ
1 DisclosureBroker

Cameron Dechesaro is a CFP-designated registered investment advisor at Schwab Wealth Advisory, INC., based in Phoenix, AZ, with 8 years of industry experience. Cameron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning.

Compensation
N/A
Firm Size
1462 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$500K
Planning is included in investment management

SWAI does not directly charge clients for investment advice. Schwab pays SWAI a fee for the investment advice provided to SWA Accounts. SWAI Representatives provide periodic recommendations to clients about how to allocate assets and which securities to buy, sell and hold in a SWA account.

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Location

2423 E Lincoln Dr, Phoenix, AZ, 85016

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History

Regulatory History (1)
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.
Customer Dispute
January 2023
Denied
Employment History
Current Registrations
Schwab Wealth Advisory, INC.
August 2019 - Present · 6 yrs 9 mos
Charles Schwab & CO., INC.Broker
December 2017 - Present · 8 yrs 5 mos
Previous Registrations
Charles Schwab & CO., INC.
July 2018 - August 2019 · 1 yr 1 mo
State Registrations25 states
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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.