Evan Campbell
Advisor at J.M. Arbour, LLC
Updated today
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.
About
Evan Campbell is a CFA® charterholder currently with J.M. Arbour, LLC, where he has worked since 2025. He has 17 years of prior experience at Delphi Management from 2008 to 2025. J.M. Arbour, LLC provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and other entities. The firm offers discretionary portfolio management, retirement plan consulting, and manages series-structured private funds, implementing strategies primarily through sub-advisers and model portfolios under discretionary authority.
Expertise
Based on J.M. Arbour, LLC
Retirement income strategy
General tax planning
Annuities
College savings (529s, UTMA, etc.)
Wealth management
Fee options
Fixed fee up to $5,000 for financial planning services
$0 - $500,000: 1.50% $500,000 - $1,000,000: 1.25% $1,000,000 - $5,000,000: 1.00% $5,000,000 - $10,000,000: 0.90% $10,000,000+: Negotiable
Commission-based compensation for insurance products sold by dually licensed Associated Persons
Up to $400 per hour for financial planning services
Carried interest distribution for Fund investments; performance fees can exceed 3.00% of assets under management
$50 annual administrative and technology fee for all accounts (managed and non-managed) included in portfolio management systems
Fee-only: Financial Planning: up to $400/hour or fixed fee up to $5,000
Location
Wenham, MA
Most active in
Evan C has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Work history
J.M. Arbour, LLC
2025 - Present (1 year)
Delphi Management
2008 - 2025 (17 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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