PlannerFees

Campbell Advisory Services, LLC fees and pricing

Financial planner in Newport Beach, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 4, 2026, Campbell Advisory Services, LLC charges $150⁠-⁠$300 an hour and a flat or project fee of $1,500⁠-⁠$5,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$150⁠-⁠$300/hr
“We will charge an hourly fee of $150 to $300, a retainer fee, or a fixed project cost, which may be negotiable depending upon the nature and complexity of the client's circumstances.”
Flat or project fee
$1,500⁠-⁠$5,000
“Campbell Advisory may also provide a comprehensive financial plan for a fixed fee of $1,500-$5,000, which may be negotiable depending upon the nature and complexity of the client's circumstances.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Campbell Advisory Services, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Any fees that are due, but have not been paid, will be billed to you and are due immediately.”
  • “We will send you an invoice detailing the fee calculation to be paid to us directly via check.”
  • “In the event that the advisory contract is terminated, and the Client has advanced any fees which have been unearned as of the date of termination, such unearned fees shall be immediately refunded to the Client and calculated on a prorated basis.”

How Campbell Advisory Services, LLC’s fees compare

  • Its hourly rate of $150-$300 is below the California median of $300. 16% of the 932 other California planners that publish an hourly rate charge less.
  • 2 of the 20 other planners in Newport Beach that publish an hourly rate charge less.
  • Its flat or project fee of $1,500-$5,000 is below the California median of $5,000. 36% of the 796 other California planners that publish a flat or project fee charge less.
  • 8 of the 21 other planners in Newport Beach that publish a flat or project fee charge less.

About Campbell Advisory Services, LLC

“We provide various asset management and financial planning services. We will ask you to provide statements summarizing current investments, income and other earnings, recent tax returns, retirement plan information, other assets and liabilities, wills and trusts, insurance policies, and other pertinent information.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2015 (11 years).

Planning areas mentioned in the brochure

  • Tax planning
  • Business owners

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1% a year
Clients
1
Employees
1
Works with
High net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed
$9,466,849
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
174674
Website
campbelladvs.com (opens in new tab)
Phone
(949) 422-7580

Other planners in Newport Beach that publish fees

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Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.