Advisor at Altura Wealth Advisors Inc.
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
Altura Wealth Advisors Inc.
Location
Santa Clara, CA 95050
Credentials
Series 65
Industry experience
1 year
Gage Campbell is a financial advisor at Altura Wealth Advisors Inc. in Santa Clara, CA, holding a Series 65 designation with one year of industry experience. Prior to joining Altura, he worked at J.R. Financial and Insurance Services and Harper Investing. Altura Wealth Advisors is a SEC-registered advisory team managing approximately $169 million for around 400 individual and high-net-worth clients. The firm follows a long-term, largely passive investment approach focused on ETF- and mutual fund-based portfolios, with periodic review and rebalancing, and offers both discretionary account management and one-time financial planning engagements.
Based on Altura Wealth Advisors Inc.
$0 - $1,000,000: 1.35% $1,000,001 - $2,000,000: 1.25% $2,000,001 - $3,000,000: 1.15% $3,000,001 - $5,000,000: 1.05% $5,000,001 - $10,000,000: 0.90% $10,000,001+: 0.75%
Commissions received by certain IARs in their individual capacities from sales of fixed annuities, life insurance, structured settlement annuities, and real estate loan originations; commissions and other compensation are separate from Altura's management fees.
2005 De La Cruz Blvd #120
Santa Clara, CA 95050
California
J.R. Financial and Insurance Services
2024 - Present (2 years)
Harper Investing
2024 - Present (2 years)
Unemployed
2023 - 2024 (1 year)
Circus Circus
2021 - 2023 (2 years)
Not employed as was in high school
2014 - 2021 (7 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 65
San Jose, CA
Andrey, Douglas
CFP®, Series 65
Menlo Park, CA
Oak Peak Financial
Series 63, Series 65
Mountain View, CA
Ardent Capital
CFP®
San Jose, CA
KRS Tax & Investments Inc.
CFP®, Series 65
Cupertino, CA
Akrish Financial Advisory
Series 65
Newark, CA
Cow Capital Inc
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")