Camacho Capital Planning Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$5,859,837
Clients
22
Advisors
1
of 1 employees
About
Camacho Capital Planning Advisors is a single-advisor registered investment adviser that serves individuals (including high-net-worth individuals) and also provides services to pension and profit-sharing plans, charitable organizations, and corporations or business entities. The firm offers ongoing portfolio management and financial planning, preparing an Investment Policy Statement for each client and advising on mutual funds, ETFs, fixed income, and insurance/annuity products.
The brochure describes an investment approach grounded in Modern Portfolio Theory and long-term trading, with tailored asset allocation, periodic monitoring, and at least annual reviews of client accounts. It reports a larger amount of assets managed on a non-discretionary basis than discretionary (approximately $3.58M non-discretionary vs. $2.39M discretionary as of December 2025), states it does not exercise investment discretion, and requires clients to custody assets through a specified platform (Altruist).
Notable distinctions include a disclosed affiliation with an accounting firm and that the firm’s principal also acts as a licensed insurance agent, a combination the brochure says can create conflicts of interest when insurance or accounting-related services are recommended and is managed through disclosure and review. As a small, solo practice with about 22 clients and roughly $6.0 million in AUM, the firm also notes it does not participate in wrap fee programs, does not accept performance-based fees, and does not aggregate block trades for multiple client accounts.
Client services
Expertise
Fee options
Financial planning fixed fees negotiated between $500 and $2,000
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.70% $10,000,001+: 0.50%
Main office
4105 Us Hwy 1 Suite 12
Monmouth Junction NJ 08852
Advisors at this office
1
Most active in
New Jersey
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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