Erin Campbell is a CFP-designated registered investment advisor at Beacon Financial Strategies CORP., based in Raleigh, NC, with 21 years of industry experience. Erin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 141 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.80% |
Minimum quarterly fee of $1,875 for Investment Management and $2,500 for Net Worth Management. Net Worth Management also includes financial planning.
Fee Estimator
Contact
Erin Campbell
Location
7100 Six Forks Road, Suite 135, Raleigh, NC, 27615
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Beacon Financial Strategies CORP.
State Registrations1 state
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Exams
Additional Information
Erin is a native of North Carolina. She received her degree in Business Administration at UNC Chapel Hill. Erin is a Certified Public Accountant and a Certified Financial Planner™ practitioner. Erin also holds the Personal Financial Specialist (PFS) designation from the AICPA, which is given to CPAs who specialize in the area of personal financial planning. She is a member of the North Carolina Association of Certified Public Accountants (NCACPA) and previously served on the Financial Literacy Council. In her free time, she enjoys reading, traveling, and spending time with her husband and daughters.