A complete list of active advisors currently associated with Willcox Wealth Management

Warmer can help you find a great advisor at Willcox Wealth Management or one who fits your needs even better.

Willcox Wealth Management is a fee‑only registered investment adviser that provides discretionary wealth management and financial planning services to individuals and high‑net‑worth clients. The firm offers ongoing portfolio management as well as limited‑scope, one‑time financial planning engagements and reported about $3.35 million in discretionary assets as of December 31, 2025 across a very small client base. Investment decisions emphasize asset allocation and Modern Portfolio Theory and are implemented primarily through third‑party model portfolios from BlackRock and Charles Schwab that use ETFs and mutual funds. The firm may recommend or onboard outside managers, maintains discretionary trading authority via a limited power of attorney, and conducts periodic account reviews while executing trades on a recommended Charles Schwab institutional platform. Noteworthy features include the firm’s small scale—a solo practice managing a modest asset base for a handful of clients—and the principal’s outside consulting role, which the brochure discloses consumes a meaningful portion of their time including trading hours. The firm also does not aggregate client trades into block orders, relies on custodial (Schwab) statements for account reporting rather than producing separate firm performance reports, and has no stated account minimum.

To learn more about the advisors currently working at Willcox Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Cam Willcox	New York, NY	6

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