Campbell Wealth Management

Wealth Management Firm in Hoover, AL

Firm Info
Address: 2229 Rocky Ridge Rd, Birmingham, AL 35216, USA
Phone: (205) 313-4298

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 that has been providing investment advice and financial planning services since 2010. Their headquarters are located in Alexandria, VA. The firm offers several services including portfolio management for individuals and small businesses, as well as portfolio management for businesses or institutional clients. They also provide pension consulting services and aid in the selection of other advisors. Additionally, Campbell Wealth Management publishes periodicals and newsletters, and conducts educational seminars and workshops. As a broker-dealer representative and insurance broker/agent, Campbell Wealth Management is uniquely equipped to provide comprehensive financial planning services. Their diverse range of services also includes informational, educational, and motivational workshops to support their clients as they navigate financial decisions. The firm is committed to meeting the needs of their clients and helping them achieve their financial goals through personalized consulting services and a team of experienced advisors. With a focus on ongoing education and engagement, Campbell Wealth Management ensures that their clients are well-informed and empowered to make informed financial choices. Overall, Campbell Wealth Management, Inc. is a well-rounded financial services firm that provides a breadth of investment advisory services to individuals and businesses alike. Their expertise in the industry, combined with a commitment to transparency and education, makes them a trusted partner for clients seeking financial guidance and support. As a fee-based firm, their compensation is directly tied to the results they deliver for their clients, ensuring that their goals are always aligned with those of their clients.

CAMPBELL WEALTH MANAGEMENT, INC. is highly regarded for its ability to provide tailored wealth management services that cater to a diverse range of clients. The firm offers its services and expertise to individuals, high net worth individuals, and charitable organizations seeking to grow their wealth. What makes CAMPBELL WEALTH MANAGEMENT, INC. stand out is its commitment to always putting its clients’ interests first – a quality that has earned them a loyal following over the years. The wealth management firm has fee structures that are flexible and designed to meet different clients’ needs. Clients have the option of choosing from various fee structures, such as percentage of AUM (assets under management), hourly, fixed fees, and other types of fees that are unique to the services rendered. The percentage of AUM is a popular pricing model for many clients, especially those with sizeable portfolios. It is a fee structure where a percentage of the client’s assets under the management of CAMPBELL WEALTH MANAGEMENT, INC. is charged as compensation. Hourly rates are ideal for clients who need one-time financial advice or consultation services. Fixed fees, on the other hand, are perfect for clients who require a specific service such as wealth planning or retirement planning. Overall, CAMPBELL WEALTH MANAGEMENT, INC. offers a wide range of fee structures that can be customized to fit each client’s unique needs.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure of Campbell Wealth Management, Inc. states that their typical minimum investment portfolio size is $500,000 or greater. However, they may make exceptions based on the total value of the overall engagement, the types of assets in the account, and the time and resources that will be expended on the services. Therefore, it is possible for them to accept clients with investment portfolios below $500,000 in certain circumstances.

How This Office Can Help Hoover, AL Residents

Campbell Wealth Management helps individuals and families in Hoover, AL navigate their financial lives and plan for the future. They offer a wide range of services tailored to specific financial situations, such as retirement planning, wealth accumulation, tax planning, and estate planning. In addition, they work with clients to establish and implement investment strategies that align with their unique goals and risk tolerance. Many residents of Hoover, AL face financial challenges such as saving for retirement, paying off debt, and managing their expenses while maintaining a comfortable standard of living. Campbell Wealth Management understands these challenges and provides guidance and solutions to help clients achieve financial security. Additionally, they offer ongoing support and communication to ensure that clients stay on track with their plan, making adjustments as needed along the way. Overall, Campbell Wealth Management provides personalized, comprehensive financial planning services to help clients in Hoover, AL achieve their financial goals and live the life they envision.

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 2229 Rocky Ridge Rd, Birmingham, AL 35216, USA
Phone (205) 313-4298
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 330 JOHN CARLYLE STREET, SUITE 400, ALEXANDRIA, VA 22314, United States

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.