Cameron Miller is a CFP-designated registered investment advisor at Cetera Planning Partners, based in Houston, TX, with 6 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 4,849 clients with $4.2B 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 | 1.65% |
Maximum advisor fee is up to 1.65%. Additional administrative, strategist, and optional service fees of up to 0.05%, 0.90%, and 0.40% respectively may apply depending on portfolio selections.
Fee Estimator
Location
16842 Royal Crest Dr., Houston, TX, 77058
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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 Activities
Cameron is involved with Jones Tax and Financial Services Inc. providing accounting services/tax preparation and serving as a board member. He also works as a Wealth Management Advisor for Integrated Tax and Wealth Strategies, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Cetera Planning Partners
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Planning Partners, INC.
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations18 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.
Exams
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