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Cameron Feyrer

Advisor at Founders Financial Securities LLC

Updated today

Location

Athol, MA 01331

Credentials

CFP®, Series 66

Industry experience

3 years

About

Cameron Feyrer is a CFP®-designated financial advisor with three years of industry experience, currently with Founders Financial Securities LLC. His prior roles include positions at Primerica Advisors, Guardian Life Insurance Company, and KPMG. He serves as a board member of the North Quabbin Chamber of Commerce in Athol, MA. Founders Financial Securities serves a diverse client base including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of portfolio management and financial planning services, utilizing various investment platforms and sub-advisory relationships.

Client services

Based on Founders Financial Securities LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Founders Financial Securities LLC

Business exit / sale strategy

Occupation focus

Based on Founders Financial Securities LLC

Founder/Business Owner Retired

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Fee options

Fixed

Flat fees possible for financial planning; also $500 annual subscription fee for TheFreedomStrategies.com

Percentage

$0 - $25,000: up to 2.50%; or $125 minimum annual fee prorated monthly, whichever is greater (Independence Advisory at Pershing) $25,000+: up to 2.50% (Independence Advisory at Pershing) $0 - $4,999: N/A (minimum not met; exceptions possible) $5,000 - $24,999: up to 2.50% plus custodial fee ($50 annual, charged quarterly) (Independence Advisory at Axos and Schwab) $25,000 - $99,999: up to 2.50% plus custodial fee ($75 annual, charged quarterly) (Independence Advisory at Axos and Schwab) $100,000+: up to 2.50% plus custodial fee ($100 annual, charged quarterly) (Independence Advisory at Axos and Schwab) $10,000+: 1.65% annually (Managed Portfolio Program) $0+: no account minimum for FCMS Managed Accounts, fees typically up to 2.75% annually $0 - $1,000,000: up to 1.70% annually (FCMS Private Wealth Solutions) $1,000,000+: up to 1.40% annually (FCMS Private Wealth Solutions) $0+: up to 2.00% annually or flat fee for Freedom Independence Plan (retirement plan advisory) $0+: $500 annually (quarterly installments) for TheFreedomStrategies.com subscription

Commissions

Commissions possible if IAR is also a Registered Representative; separate from advisory fees

Project-based

Financial planning fees up to $500 per hour, negotiable

Subscriptions

TheFreedomStrategies.com subscription fee is $500 annually, paid quarterly in arrears

Other

Account minimum: $5,000 Minimum fee: $125 minimum annual fee for some Independence Advisory accounts opened below $25,000 Fee-only: Financial planning fees up to $500 per hour or $30,000 per year, negotiable; flat fees or hourly rates possible

Location

2070 Main Street

Athol, MA 01331

Most active in

Massachusetts · New Hampshire

Work history

Founders Financial Securities LLC

2023 - Present (3 years)

Primerica Advisors

2022 - 2023 (1 year)

Guardian life Insurance Company

2022 - 2023 (1 year)

Kpmg

2021 - 2021 (1 year)

Endicott College

2019 - 2022 (3 years)

SAU47 - Jaffrey Rindge Cooperative School District

2011 - 2019 (8 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Paul F

Series 63, Series 66

Gardner, MA

Northeast Planning Associates, Inc.

Paul Fitzpatrick is a financial advisor with LPL Financial in Gardner, MA, holding Series 63 and Series 66 credentials and having 40 years of industry experience. He has been with LPL Financial since 1996 and currently operates through Northeast Planning Associates, Inc. Prior to focusing on his advisory work, he served as Vice President of Financial Services at GFA Financial Group. Paul is also a notary public. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Retirement plans for business owners (SEP, solo 401k)
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William K

ChFC®, Series 63, Series 65

Athol, MA

Founders Financial Securities LLC

William Kessler is a financial advisor with Founders Financial Securities LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 38 years of industry experience and has been with Founders Financial Securities since 2006. Outside of his advisory role, he serves as a trustee for Athol Savings Bank and is District Deputy Grand Master for the Grand Lodge of Massachusetts, involving charitable activities. Founders Financial Securities serves a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, access to third-party asset managers, financial planning, and specialized retirement consulting, utilizing multiple advisory platforms and combining advisory, brokerage, and insurance services.

Business exit / sale strategy Founder/Business Owner Retired
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John M

Series 66

Northfield, MA

Commonwealth Financial Network

John Macdougall is a financial advisor with Commonwealth Financial Network based in Northfield, MA. He holds a Series 66 designation and has 37 years of industry experience. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services along with operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Series 66

Richmond, NH

SPC

Michael Caslin is a financial advisor at SPC with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Blueprint Financial Advisors and Edward Jones. Outside of his advisory role, he is involved in the sale of non-variable insurance products and annuities through approved firms. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans with a range of portfolio management, financial planning, and ERISA-related services. The firm employs discretionary and nondiscretionary management strategies and supports co-advisor arrangements, with a corporate structure that includes affiliated broker-dealers and insurance agencies.

General retirement planning Income planning Social Security optimization Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive

Amanda M

ChFC®, Series 66

Gardner, MA

Edward Jones

Amanda Melanson is a financial advisor with Edward Jones in Gardner, MA, holding the ChFC® designation and Series 66 license, with eight years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and tax-efficient services, operating under a fiduciary standard.

Retirement income strategy Divorce financial planning Wealth management Retired Founder/Business Owner Executive
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Michael S

Series 66

Gardner, MA

Edward Jones

Michael Sadowski is a financial advisor at Edward Jones with Series 66 credentials and one year of experience at the firm. His prior work includes roles at Pyrotecnico LLC, Solmetex LLC, and JBM LLC, among others. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, supported by a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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