Campbell Asset Management, LLC fees and pricing

Financial planner in Chattanooga, Tennessee. Registered with the SEC.

According to its Form ADV Part 2A brochure dated August 4, 2026, Campbell Asset Management, LLC charges $350 an hour for financial planning.

Published fees

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

Hourly rate: $350/hr; “Tax planning and preparation fees for more complex individuals, businesses, and estates can be in excess of $10,000 subject to the estimation of time and effort required to finalize the accounting necessary to prepare the return based on an hourly rate of approximately $350.”

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

“Our investment advisory fees are billed quarterly in advance and deducted directly from client accounts.”
“If desired, clients may request to pay for investment advisory services directly by check, and payment is due upon receipt of invoice.”
“The fees charged are negotiable and will not exceed any limit imposed by any regulatory agency.”

Its hourly rate of $350 is above the Tennessee median of $275. 73% of the 111 other Tennessee planners that publish an hourly rate charge less.
12 of the 14 other planners in Chattanooga that publish an hourly rate charge less.

“We provide financial planning services.”

From the firm's description of its advisory business in its Form ADV brochure.

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: 168
Employees: 4
Works with: Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and educational seminars and workshops
Assets managed: $146,049,639
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 125052
Website: campbellassetmanagement.com (opens in new tab)
Phone: (423) 265-7931

Is something on this page wrong or out of date?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.