Advisor at ONESOURCE Wealth Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
ONESOURCE Wealth Advisors
Location
Vero Beach, FL 32960
Credentials
Series 63, Series 65
Industry experience
10 years
Blake Campbell is a financial advisor with ONESOURCE Wealth Advisors in Vero Beach, FL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Worth Unlimited LLC, LifePro Asset Management, Virtue Capital Management, and Horter Investment Management. Outside of investment advisory, he is involved in debt reduction and budget counseling through an unaffiliated business, Money Mastery, which offers a debt elimination system to clients. ONESOURCE Wealth Advisors is a two-advisor firm providing discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and businesses. The firm employs a combination of in-house management and third-party managers, conducts regular account reviews, and offers public seminars and workshops.
Based on ONESOURCE Wealth Advisors
Based on ONESOURCE Wealth Advisors
Financial planning fixed fees up to $1,500
$0 - $250,000: 2.00% annually $250,001 - $500,000: 1.70% annually $500,001 - $1,000,000: 1.60% annually $1,000,001 - $5,000,000: 1.50% annually $5,000,001+: 1.20% annually
Insurance products commissions paid to representatives (typical separate compensation)
Financial planning services hourly fee $150/hour
Fee-only: Financial planning hourly fee $150/hour; fixed fee up to $1,500
601 21st St., Suite 300
Vero Beach, FL 32960
Florida · Texas
Worth Unlimited LLC
2019 - 2020 (1 year)
OneSource Wealth Management, LLC
2018 - Present (8 years)
LifePro Asset Management, LLC
2018 - 2021 (3 years)
Virtue Capital Management, LLC
2017 - 2018 (1 year)
Horter Investment Management
2015 - 2017 (2 years)
ONESOURCE Financial Management Group, Inc.
2004 - Present (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Vero Beach, FL
Parsons Financial Group, LLC
CFP®, Series 63, Series 65
Vero Beach, FL
Gulati Asset Management LLC
Series 63, Series 65
Vero Beach, FL
Lulla Wealth Financial
Series 63, Series 65
Vero Beach, FL
Greenfield Financial Services, LLC
Series 63, Series 65
Vero Beach, FL
Gallatin & Company, LLC
Series 63, Series 66
Vero Beach, FL
Peachtree Investment Partners, LLC
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