Advisor at Continuum Advisory, LLC
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Firm
Continuum Advisory, LLC
Location
Eagle, ID 83616
Credentials
CFP®, Series 66
Industry experience
4 years
Cameron Benson is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Continuum Advisory, LLC and has prior experience at Osaic Wealth, Inc., Triad Advisors, and New York Life Insurance. Continuum Advisory is an SEC-registered, multi-team investment adviser serving individuals, trusts, corporations, and retirement plans with financial planning, consulting, and portfolio management. The firm manages over $1.4 billion in assets and offers tailored investment solutions using a variety of products and institutional services.
Based on Continuum Advisory, LLC
Based on Continuum Advisory, LLC
Initial financial planning fees may be charged as flat fees, negotiable and vary by Advisor and engagement.
up to 2.95% annually (tiered structure, negotiable, typical range 0.00% to 2.95%)
Certain Advisors offer securities brokerage services and insurance products under separate commission-based arrangements.
Hourly charges may apply for financial planning and consulting services, negotiable and vary by Advisor.
Fee-only: Financial planning and consulting fees negotiable; initial planning fees and ongoing periodic fees vary by scope and complexity; retirement plan consulting fees range from fixed fee up to $40,000 or ongoing asset-based fee 0.15% to 1.00% annually.
873 E. State Street
Eagle, ID 83616
Idaho · Texas
OSAIC
2024 - Present (2 years)
Continuum Advisory, LLC
2021 - Present (5 years)
Triad Advisors
2021 - 2024 (3 years)
Nylife Securities LLc
2020 - 2021 (1 year)
New York Life Insurance
2020 - 2021 (1 year)
Unemployed
2020 - 2020 (1 year)
Boise State University
2017 - 2020 (3 years)
Salt Lake Community College
2016 - 2017 (1 year)
Albertsons
2016 - 2016 (1 year)
Salt Lake Community College
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Verified by Warmer
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Boise, ID
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