Merrill
47yrs
Top advisor by experience in Cincinnati
2yrs
Cameron Willis
Financial advisor at United Advisor Group
Cameron Willis is a fiduciary financial advisor in Cincinnati, Ohio, with 2 years in the industry. Cameron joined United Advisor Group in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. United Advisor Group reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 2460 advisors with offices in Cincinnati, and one of 1997 fiduciaries.
At a glance
Experience2 years (since 2025)
How that compares ?2 years in the industry
Office8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$214,453
Advisors at the firm54
States licensed ?1 state
Services through United Advisor Group
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jan 2025 – nowUnited Advisor GroupCurrent firm
Contact Cameron
(888) 242-4912United Advisor Group main office 8170 Corporate Park Dr. Suite 300Cincinnati, OH 45242Office · Get directions Firm websitewww.mvfp.net
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Questions to ask Cameron
Tailored to Cameron’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
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About Cameron
How do I contact Cameron?
Call United Advisor Group at (888) 242-4912 and ask for Cameron Willis. Cameron works from the Cincinnati, OH office.
How long has Cameron been a financial advisor?
Cameron has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does Cameron hold?
Series 66. 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?
United Advisor Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed 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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