Campbell Wealth Management...

Retirement Planning Firm in Alexandria, VA

Firm Info
Address: 700 S Washington St, Alexandria, VA 22314, USA
Phone: (703) 535-5300

Firm Size
Assets Under Management: $938 million
# of Advisors: 9
# of Clients: 1,965
Client to Advisor Ratio: 218:1
Average Account Size: $477,334
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors
  • Publication of Periodicals or Newsletters
  • Educational Seminars & Workshops
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Charitable Organizations

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)
  • Other

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Campbell Wealth Management, Inc. Overview

Campbell Wealth Management, Inc. is a fee-based registered investment advisory firm based in Alexandria, VA. Since its establishment in 2010, the firm has been providing investment advice, serving as a broker-dealer representative and an insurance broker/agent. Campbell Wealth Management offers a wide range of services for individuals, small businesses, and institutional clients. The firm provides financial planning services, portfolio management, and pension consulting services for individuals and small business. For businesses and institutional clients, they offer portfolio management services as well as selection of other advisors. Apart from their financial services, Campbell Wealth Management also offers educational seminars and workshops such as periodical publications and other informational, educational, and motivational workshops. Their services are geared towards providing their clients with the necessary tools and resources to help them navigate the complex world of investments. With their extensive experience and expertise in financial planning and investment management, clients can trust Campbell Wealth Management to help them make informed decisions when it comes to building and managing their financial portfolios.

CAMPBELL WEALTH MANAGEMENT, INC. caters to a diverse range of clients, including individuals, high net worth individuals, and charitable organizations. Each client has unique financial goals, and the firm works closely with them to understand their specific needs and develop a customized strategy to achieve their objectives. With a team of seasoned wealth management professionals, CAMPBELL WEALTH MANAGEMENT, INC. is well-equipped to provide expert guidance and support to its clients, regardless of their financial situation or investment objectives. When it comes to fee structures, CAMPBELL WEALTH MANAGEMENT, INC. offers a variety of options depending on the service provided. For clients with significant assets under management (AUM), the firm may charge a percentage of AUM as their fee. This fee structure incentivizes the firm to help clients grow their assets. Hourly billing is another option available, which is typically used for more discrete services such as tax planning or estate planning. Fixed fees are also an option, particularly when clients engage the firm for a specific project or short-term engagement. Finally, the firm may offer other types of fees depending on the situation, such as performance-based fees or incentive fees. Regardless of the fee structure, CAMPBELL WEALTH MANAGEMENT, INC. is committed to transparent pricing and clear communication with its clients.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure for Campbell Wealth Management, Inc. mentions their investment minimum as working with families who have $500,000 investment portfolios or greater. However, exceptions may be granted based on the total value of the overall engagement, the types of assets in the account and the time and resources expended on the services.

How This Office Can Help Alexandria, VA Residents

Campbell Wealth Management is a trusted financial planning and wealth management firm serving clients in Alexandria, VA. The firm offers comprehensive financial planning services to help clients achieve their financial goals, such as planning for retirement, saving for college, managing debt, and building wealth. Campbell Wealth Management provides a personalized approach to financial planning, taking into account each client's unique situation, goals, and risk tolerance. They offer investment management services, including customized portfolios that are designed to help clients achieve their financial objectives while managing risk. Living in Alexandria, VA, one might face a variety of financial situations that require professional guidance. For example, saving for retirement while also paying for college tuition can be a daunting task. Campbell Wealth Management can help clients prioritize their financial goals and create a plan that addresses their specific needs. Additionally, with housing costs being high in Alexandria, VA, clients may need assistance in managing mortgage payments and other housing-related expenses. Campbell Wealth Management can help clients make informed decisions about home purchases and refinancing options. Whatever the financial situation may be, Campbell Wealth Management is committed to helping clients achieve financial success.

To view the Minimum Investment and Fee Schedule for Campbell Wealth Management, Inc., visit their Part 2 Brochure.

Services Offered by Campbell Wealth Management, Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Campbell Wealth Management, Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Other
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 700 S Washington St, Alexandria, VA 22314, USA
Phone (703) 535-5300
Opening Hours
  • Mon 9 AM–5 PM
  • Tue 9 AM–5 PM
  • Wed 9 AM–5 PM
  • Thu 9 AM–5 PM
  • Fri 9 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:

Other Office Locations

This firm has no other locations.

State Registrations

Campbell Wealth Management, Inc. is registered to service clients in the following states:

  • California
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Maryland
  • New Hampshire
  • New York
  • North Carolina
  • Pennsylvania
  • Texas
  • Virginia

Disciplinary History

Campbell Wealth Management, Inc. does not have any disclosures. Please visit it's Form ADV for more details.