Camille Joanne Bouvet
Advisor at Oath Planning, LLC — Pittsburgh, PA
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.
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.
Credentials
CFP®, Series 63
Experience Industry experience
8 years
Location
Pittsburgh, PA
Oath Planning, LLC
Team
Camille Bouvet is a CFP® and Series 63-registered advisor with eight years of industry experience. She is currently with Oath Planning, LLC, where she has been since 2025. Her prior roles include positions at Root Financial Partners, Aldrich Wealth, Origin Financial, and ABD Insurance & Financial Services. Oath Planning, LLC serves individuals, high-net-worth clients, trusts, qualified retirement plans, nonprofits, and small businesses, managing approximately $285 million across about 500 clients. The firm uses a long-term, asset-allocation driven investment approach focused on passive asset-class mutual funds and model portfolios, and it offers integrated estate-planning legal and insurance services through a formal affiliation with an in-house law practice.
Based on Oath Planning, LLC
Based on Oath Planning, LLC
Less than $500,000 - $500,000: SILVER: 0.98% Less than $500,000 - $500,000: GOLD: 1.18% Less than $500,000 - $500,000: PLATINUM: 1.48% $500,000 - $1,000,000: SILVER: 0.98% $500,000 - $1,000,000: GOLD: 0.98% $500,000 - $1,000,000: PLATINUM: 1.18% More than $1,000,000+: SILVER: 0.98% More than $1,000,000+: GOLD: 0.98% More than $1,000,000+: PLATINUM: 0.98%
$300 to $1,000 per hour, minimum 2.5 hours per quarter for additional financial services
Account minimum: $300,000 Fee-only: Hourly rates from $300 to $1,000 per hour, minimum 2.5 hours per quarter
Pittsburgh, PA
Pittsburgh PA
Advisors at this office
1
California · Oklahoma · Pennsylvania
8 years of industry experience
Root Financial Partners, LLC
2025 - 2025 • 1 year
Encinitas, CA
Oath Planning, LLC
2025 - Present • 1 year
Tulsa, OK
Aldrich Wealth LP
2024 - 2025 • 1 year
San Diego, CA
Origin Financial
2021 - 2024 • 3 years
San Francisco, CA
ABD Insurance & Financial Services
2018 - 2021 • 3 years
San Francisco, CA
Newfront Insurance
2018 - 2021 • 3 years
San Francisco, CA
ABD Retirement Services, Inc.
2018 - 2018 • 1 year
San Francisco, CA
UnEMPLOYED
2017 - 2018 • 1 year
San Francisco, CA
Yeske Buie Inc.
2015 - 2017 • 2 years
San Fransisco, CA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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