Campbell Wealth Advisors, LLC fees and pricing
Financial planner in Sarasota, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 10, 2026, Campbell Wealth Advisors, LLC charges a flat or project fee of $5,000-$50,000 and an annual fee of $5,000-$50,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $5,000-$50,000
“Our general financial planning services are offered on a fixed fee basis; the fixed fee ranges from $5,000 to $50,000 depending on the nature and complexity of your circumstances and the number of areas covered in the plan.”
- Annual fee
- $5,000-$50,000/yr
“Our comprehensive and cross-border financial planning services are offered on an annual fixed fee basis; the fixed fee ranges from $5,000 to $50,000 depending on the nature and complexity of your circumstances and the number of areas covered in the plan.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Campbell Wealth Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “We will collect the first half of the agreed-upon fee upon engagement and the remaining half is due upon delivery of the written financial plan.”
- “The fee is negotiable and may be waived for clients with managed investment accounts in excess of $500,000.”
- “Both financial planning services can be paid by check, credit card or directly deducted from an account approved by the client.”
How Campbell Wealth Advisors, LLC’s fees compare
- Its flat or project fee of $5,000-$50,000 is above the Florida median of $4,900. 96% of the 320 other Florida planners that publish a flat or project fee charge less.
- 11 of the 12 other planners in Sarasota that publish a flat or project fee charge less.
- Its annual fee of $5,000-$50,000 is above the Florida median of $4,800. 96% of the 97 other Florida planners that publish an annual fee charge less.
- 7 of the 7 other planners in Sarasota that publish an annual fee charge less.
About Campbell Wealth Advisors, LLC
“We offer a variety of financial planning services that include general financial planning, comprehensive financial planning and Canada – US cross-border financial planning. We offer comprehensive financial planning as an ongoing service.”
- Firm size: 2 employees.
- Registered as an adviser: 2019 (7 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Employees
- 2
- Services reported to regulators
- Financial planning and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 304308
- Phone
- (941) 549-8030
Other planners in Sarasota that publish fees
- Advanced Wealth ManagementSarasota$500/hr, $5,000/yr
- Benzina Wealth, LLCSarasota$6,000-$12,000/yr
- Clarity Financial DesignSarasota$2,500-$10,000, $450-$1,500/qtr
- CPA Investment Solutions, Inc.Sarasota$200/hr, $5,000
- Echelon Virtual Family Office, LLCSarasota$50,000
- Forge CapitalSarasota$300-$10,000
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.