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Cameron Clear

Advisor at OneDigital

Updated today

Location

Vancouver, WA

Credentials

Series 63, Series 65

Industry experience

21 years

About

Cameron Clear is a financial advisor at OneDigital with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, Valic Financial Advisors, E*TRADE Capital Management, and Lincoln Financial Group. Outside of finance, he serves as an assistant head ski coach for the Lincoln High School alpine ski team. OneDigital provides investment advisory, financial planning, insurance advisory, and family-office services to a broad client base, including individuals, high-net-worth clients, trusts, and corporations. The firm employs a variety of analytic approaches and model strategies, offering both discretionary and non-discretionary management.

Client services

Based on OneDigital

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

Expertise

Based on OneDigital

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Tax-loss harvesting Wealth management

Occupation focus

Based on OneDigital

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and family office services may be charged on a one-time or annual flat fee basis, fully negotiable. Wealth, Inc. Access Fee is a one-time flat fee.

Percentage

Up to 2.00% annually on assets under management (tiered fee schedule applies, exact tiers not specified)

Commissions

Commission-based fees may be received by certain registered representatives and insurance agents affiliated with OneDigital for selling investment and insurance products.

Project-based

Financial planning fees may be charged on an hourly basis, fully negotiable.

Other

Fee-only: Investment advisory fees charged quarterly in advance, based on percentage of assets under management, hourly basis, or fixed fee basis. Financial planning and family office fees may be charged on flat fee or hourly basis.

Location

Vancouver, WA

Most active in

Washington

Work history

OneDigital Investment Advisors LLC

2025 - Present (1 year)

Fisher Investments

2019 - 2025 (6 years)

Valic Financial Advisors

2018 - 2019 (1 year)

E*TRADE Capital Management LLC

2017 - 2018 (1 year)

E*TRADE Securities LLC

2017 - 2018 (1 year)

Lincoln Financial Group

2014 - 2017 (3 years)

LINCOLN FINANCIAL ADVISORS Corporation

2011 - 2017 (6 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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General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business sale tax planning LGBTQIA Women's Finance Gen Y/Millennials (Born 1980-1995)
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Charitable giving & philanthropy Wealth management
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Options & derivatives strategies Active portfolio management Concentrated stock management Real estate investing Founder/Business Owner
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