Advisor at Strata Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Strata Wealth Advisors, LLC
Location
Kaufman, TX
Credentials
CFP®, Series 63, Series 65
Industry experience
13 years
Financial planning flat fees up to $150,000 annually; initial financial planning flat fee may be charged in addition to advisory fees.
0.30% to 1.25% depending on Assets Under Management (tiered schedule; full tier breakdown not provided)
Account minimum: No stated minimum to become a client; however, clients who opt into electronic delivery of statements or maintain at least $1 million in assets at Fidelity will not be charged transaction fees for U.S. listed equities and ETFs. Minimum fee: Minimum annual advisory fee of $15,000 for Enhanced Financial Planning Services model and $3,000 for Essential Wealth Management Services model. Fee-only: Financial planning and consulting flat fees up to $150,000 annually; ongoing flat fees may apply based on client circumstances.
Strata Wealth Advisors, LLC
2017 - Present (9 years)
Lincoln Financial Advisors
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Terrell, TX
Edward Jones
Series 63, Series 66
Forney, TX
Fidelity
Cameron Whiteside is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this capacity, he works with individuals and families to develop personalized financial strategies that align with their goals and values. Prior to this position, Cameron served as a Central Relationship Manager at Fidelity Investments from 2023 to 2025. He began his career as a Stock Broker at Charles Schwab from 2021 to 2023. Cameron holds an AR Insurance License, which complements his expertise in financial planning and client advisory services. Outside of his professional work, he has interests in fitness, movies, outdoor adventures, parenthood, snowboarding, and traveling.
Series 66
Forney, TX
Edward Jones
CFP®, Series 63, Series 66
Forney, TX
Edward Jones
Series 65
Seagoville, TX
Wealth More Enterprise, Inc.
Series 63, Series 66
Forney, TX
TIAA-CREF
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