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Cameron Thornton

Advisor at Cetera

Updated today
Cetera logo

Firm

Cetera

Location

Burbank, CA 91502

Credentials

CFP®, Series 63

Industry experience

42 years

About

Cameron Thornton is a CFP® with 42 years of industry experience, currently serving as President and CEO of CTA Wealth Advisors, Inc. He has worked with Cetera Investment Advisers LLC and Cetera Wealth Services, LLC, and has operated his own firm, Cameron Thornton Associates, since 1982. In addition to financial advising, he provides tax preparation and accounting services through his sole proprietorship and acts as a trustee managing fiduciary responsibilities for family trusts. He also serves as a public relations spokesperson for the Mater Dolorosa Passionist Retreat Center. CTA Wealth Advisors offers personalized financial planning and investment management to individuals, trusts, pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs a Modern Portfolio Theory-based approach, primarily using passively managed mutual funds and ETFs, and maintains a significant portion of assets on a non-discretionary basis, allowing clients active involvement in trading decisions. The firm also integrates an affiliated tax-preparation practice and provides entrepreneur-focused business coaching alongside its proprietary Wealth Development System.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

290 E Verdugo Ave Ste 205

Burbank, CA 91502

Most active in

California · Texas

Work history

Cetera

2023 - Present (3 years)

Cta Wealth Advisors, Inc

2020 - Present (6 years)

Cetera Wealth Services, LLC

2013 - Present (13 years)

Cameron Thornton Associates

1982 - Present (44 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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