Campbell Wealth Partners, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Campbell Wealth Partners provides ongoing portfolio management and one-time financial planning to individuals, high‑net‑worth individuals and business entities, and also offers free educational seminars to the general public. The brochure discloses that the firm reports no discretionary assets and operates with non‑discretionary accounts.
The firm documents client objectives in written Investment Policy Statements and applies a mix of cyclical and fundamental analysis, modern portfolio theory and quantitative methods, using both long‑ and short‑term trading approaches. Investment activity is executed only after obtaining client authorization and clients receive periodic account reports through the custodian.
Notable features in the brochure include the firm principal’s activity as a licensed insurance agent and the firm’s sale of insurance products, a relationship the firm discloses as a potential conflict of interest, as well as the availability of hourly financial planning in addition to asset‑based portfolio services. The brochure also states the firm recommends a specific custodian and does not aggregate block trades for multiple clients, practices that may differ from many peers.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
Life insurance needs analysis
Annuities
Fee options
$0 - $250,000: 1.25% $250,001 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.90% $2,500,001+: 0.85%
Hourly fee for financial planning services ranges from $250 to $500
Account minimum: $100,000
Main office location
Campbell Wealth Partners, LLC
Missouri City TX, United States
Number of offices
2
Most active in
Campbell Wealth Partners, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Forms ADV
Quick links
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