Cameron Moore
Advisor at Plan & Act
Updated today
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.
About
Cameron Moore is a financial advisor at Plan & Act with one year of industry experience and holds a Series 65 designation. His prior work includes roles at Riverside Community Church, Lake Travis United Methodist Church, and All CAT Claims. He is also involved with The Imagery Box, a business he has operated since 2014. Plan & Act primarily serves individual clients, living trusts, and non-profits, offering economics-based financial planning, portfolio management, and results coaching. The firm emphasizes a non-discretionary investment approach using low-cost, multifactor passive funds and integrates behavioral coaching with periodic client reviews.
Client services
Based on Plan & Act
Financial planning
Portfolio management
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Expertise
Based on Plan & Act
Wealth management
Tax-loss harvesting
Retirement income strategy
Roth conversion strategy
Fee options
Initial financial plan fee $9,995 - $30,000; Economics-based financial plan without wealth management $15,000
$100,001 - $500,000: 0.75% $500,001 - $1,000,000: 0.50% $1,000,001 - $5,000,000: 0.40% $5,000,001 - $50,000,000: 0.35% $50,000,001+: 0.25%
$3,750/quarter ($15,000 annually) minimum for Wealth Management Service Agreement; $1,500/quarter ongoing flat financial planning fee under Portfolio Management Service Agreement
Account minimum: $100,000 Minimum fee: $15,000 annually (Wealth Management Service Agreement minimum) Fee-only: Flat Financial Planning fee of $1,500/quarter plus graduated Investment Advisory fees as per tiers; initial flat plan fee $9,995 - $30,000
Location
Buena Vista, CO
Most active in
Cameron M has reported serving >5 clients in these states in the last 12 months.
Colorado · Florida · Michigan · Ohio · Texas
Work history
Riverside Community Church
2022 - 2024 (2 years)
Lake Travis United Methodist Church
2020 - 2024 (4 years)
All CAT Claims
2017 - 2018 (1 year)
The Imagery Box
2014 - Present (12 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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