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- Custodian
- Charles Schwab & Company · E*TRADE · Etrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-14-2025
- Office Locations
- 1
Office Locations
About Willcox Wealth Management
Willcox Wealth Planning is a Denver-based, fee-only advisory firm providing financial planning, investment management, and tax strategy. The practice focuses on two core client segments: mid-career professionals navigating equity compensation and growing complexity, and pre-retirees/recent retirees seeking retirement readiness, withdrawal planning, and Social Security optimization. Client assets are custodied at Charles Schwab, supporting an independent, relationship-driven experience.
Team overview
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Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
Cameron Colt Willcox
Chief Compliance Officer, LEAD ADVISOR, Owner
- CRD
- #7174888
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,347,645 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,347,645 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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