Campbell Financial Advisory, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 26, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$5,000

“FINANCIAL PLANNING and CONSULTING Financial Planning Services are available to all clients on a negotiable fixed fee, with a maximum fee of $5,000.”

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

How Campbell Financial Advisory, LLC bills

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

• “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of each quarter.”
• “Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund.”
• “Client will pay half of the estimated fee at the signing of the agreement with the balance due upon delivery of the completed plan.”

How Campbell Financial Advisory, LLC’s fees compare

• Its flat or project fee of $5,000 is above the Arkansas median of $3,600. 70% of the 23 other Arkansas planners that publish a flat or project fee charge less.

About Campbell Financial Advisory, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFA.
• Registered as an adviser: 2016 (10 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

31

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$6,287,641

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

285281

Website

campbellfinancialadvisory.com (opens in new tab)

Phone

(800) 571-6447

Other planners in Arkansas that publish fees

• Advanced Retirement Solutions, Inc.Little Rock$150/hr, $250⁠-⁠$2,500
• Antoine Wealth ManagementConway$600⁠-⁠$6,500, $600⁠-⁠$6,500/yr
• Apex Wealth ManagementSearcy$175/hr
• Asheri Grove Financial PlanningConway$1,500⁠-⁠$3,500, $150⁠-⁠$1,250/mo
• Brown Capital Management, LLCLittle Rock$200/hr
• C & S Capital Management, Inc.Bismarck$150/hr, $1,000

Compare all 69 planners in Arkansas