Camriel Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Camriel Advisors works with individuals, high-net-worth clients, charitable organizations, corporations and pension or profit‑sharing plans, providing fee‑only financial planning, wealth management, and discretionary portfolio management. Services include project‑based Financial Blueprints, ongoing planning engagements, estate‑planning coordination, and implementation of investment strategies through custodial accounts.
The firm integrates financial planning and investment management by establishing an Investment Policy Statement and target asset allocation, then implementing model portfolios and an Automatic Investment Plan (AIP) that relies primarily on ETFs and mutual funds and is monitored and rebalanced systematically. Portfolios may combine passive and active approaches, incorporate tax‑loss harvesting in taxable accounts, and use Outside Managers or platforms such as Betterment for Advisors when appropriate.
Compared with many independent advisers, Camriel explicitly serves institutional clients such as pension and profit‑sharing plans and considers private placement vehicles (e.g., exchange funds) with eligibility verification, features that are uncommon for a firm of this size. The brochure also discloses a recent material change removing retirement plan consulting from the firm’s primary offerings, and describes an AIP and multi‑custodian approach (Schwab, Interactive Brokers, Altruist) intended to support automated, model‑based discretionary management.
Client services
Expertise
Occupation focus
Fee options
Financial Blueprint project-based fee ranging from $2,000 to $10,000; estate planning coordination fixed fees from $1,000 to $10,000
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,500,000: 0.80% $2,500,001 - $5,000,000: 0.70% $5,000,001+: 0.60%
$250 per hour
Ongoing Financial Planning annual fees ranging from $3,000 to $10,000, payable quarterly ($750 to $2,500 per quarter)
Minimum fee: $3,000 annually minimum fee for Wealth Management Fee-only: Financial planning and estate planning coordination fees; hourly rate $250; fixed project fees $2,000-$10,000; estate planning coordination fees $1,000-$10,000
Main office
Weed CA
Advisors at this office
1
Most active in
California
Also doing business as
Camriel Advisors · Camriel Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
Quick links
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