Cam Willcox

Advisor at Willcox Wealth Management

Updated today
Willcox Wealth Management logo

Firm

Willcox Wealth Management

Location

Denver, CO

Credentials

CFP®, EA

Industry experience

6 years

About

Originally from Massachusetts, I now reside in Denver, Colorado with my wife, Carolina. My interest in personal finance began shortly after graduating college, during my time working for the Boston Red Sox. While the role provided a memorable experience, I quickly realized how challenging it was to navigate employee benefits, manage a budget, and begin saving—especially in a high-cost city. That experience revealed a significant knowledge gap, which I set out to fill through self-study and a deep dive into personal finance literature. Over time, that curiosity evolved into a clear professional purpose: to help others gain clarity and confidence in their financial lives.

Following my time in sports, I spent several years working in various client-facing roles across the financial services industry. I gained experience at a regional bank, a large brokerage firm, and most recently, a national Registered Investment Advisor (RIA). Each role offered valuable insight into different areas of the financial world, and collectively, they reinforced my desire to create something more personal and client-centered.

I founded Willcox Wealth Management with the goal of providing clear, unbiased financial advice rooted in trust, education, and long-term relationships. I am a CERTIFIED FINANCIAL PLANNER™ (CFP®) and an Enrolled Agent (EA), which allows me to serve clients not only in a comprehensive planning capacity but also with specialized tax expertise before the IRS.

Outside of work, Carolina and I enjoy all that Colorado has to offer. We spend much of our free time outdoors—hiking, biking, or skiing—as well as exploring Denver’s vibrant local food and coffee scene.

Client services

Based on Willcox Wealth Management

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Willcox Wealth Management

College savings (529s, UTMA, etc.) Cash flow / budgeting

Occupation focus

Based on Willcox Wealth Management

Founder/Business Owner

Demographic focus

Baby Boomers (Born 1946-1964)

Fee options

Fixed

Fixed fees for Limited Scope Financial Planning range from $1,000 to $10,000, negotiable.

Percentage

$0 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 0.90% $2,000,001+: 0.70%

Other

Fee-only: Fee-only firm; only compensation is from clients for services.

Location

Denver, CO

Most active in

Colorado

Work history

Retire Sound, DBA Addition

2025 - Present (1 year)

Willcox Wealth Planning, LLC

2025 - Present (1 year)

Mercer Global Advisors Inc.

2022 - 2025 (3 years)

E*TRADE Capital Management LLC

2020 - 2022 (2 years)

E*TRADE Securities LLC

2020 - 2022 (2 years)

E*TRADE Capital Management LLC

2020 - 2020 (1 year)

E*TRADE Securities LLC

2020 - 2020 (1 year)

Citizens Bank

2019 - 2020 (1 year)

Citizens Securities Inc.

2019 - 2020 (1 year)

Capo Restuarant

2018 - 2020 (2 years)

Boston Red Sox

2016 - 2019 (3 years)

Boston Red Sox

2015 - 2016 (1 year)

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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