UBS Financial Services
47yrs
Top advisor by experience in Phoenix
5yrs
Cameron Mathis
Full name on record: Cameron Maxwell Mathis
Financial advisor at Mathis Wealth Management
Based in Phoenix, Arizona, Cameron Mathis is a fiduciary financial advisor with 5 years of industry experience. Cameron has been with Mathis Wealth Management since 2021. Cameron holds the CFP® designation.
One of 1701 advisors with offices in Phoenix, and one of 1591 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office7210 N 16th Street, Phoenix, AZ 85020
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$655,291
Advisors at the firm5
States licensed ?1 state
Services through Mathis Wealth Management
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowMathis Wealth ManagementCurrent firm
Contact Cameron
(602) 393-0501Mathis Wealth Management main office 7210 N 16th StreetPhoenix, AZ 85020Office · Get directions Facebook pageMathis Wealth Management
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Questions to ask Cameron
Tailored to Cameron’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Cameron
How do I contact Cameron?
Call Mathis Wealth Management at (602) 393-0501 and ask for Cameron Mathis. Cameron works from the Phoenix, AZ office.
How long has Cameron been a financial advisor?
Cameron has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Cameron hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Cameron a fiduciary?
Cameron is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Cameron paid?
Mathis Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Cameron for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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