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Camden Caizzo

2 Years of Experience
Strongsville, OH
Broker

Camden Caizzo is a registered investment advisor at Edward Jones, based in Strongsville, OH, with 2 years of industry experience. Camden operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22714 advisors
IM Fee
Planning only
Assets Under Management
$825.0B

Fee Structure

Minimum Investment:$250K

Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.

Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.

Annual Retainer:Up to $3,600/year
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Location

11953 Prospect Rd Unit A-4, Strongsville, OH, 44149

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Camden is the president of the Norwalk Junior Chamber and a board member of the Norwalk Area United Fund, dedicating minimal time to each. Camden also owns Norwalk Prez LLC, a rental real estate business, spending minimal time on it.

Employment History
Current Registrations
Edward Jones
June 2023 - Present · 2 yrs 11 mos
Edward JonesBroker
May 2023 - Present · 3 yrs
State Registrations13 states
AKAZCAFLILMAMINCNHNYOHPASC
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.