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CFP
CC
CFP

Cristina Campbell

Empirical Wealth Management
17 Years of Experience
Irvine, CA
Sells Insurance
View SEC Summary
View SEC Summary

Cristina Campbell is a CFP-designated registered investment advisor at Empirical Wealth Management, based in Irvine, CA, with 17 years of industry experience. Cristina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 2,400 clients with $8.4B in assets under management.

Empirical Wealth Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
67 advisors
Number of Clients
2,400 clients
Average Client Portfolio
$3.5M average
Assets Under Management
$8.4B

Fee Structure

Minimum Investment:$3M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Standard fee schedule starts at 1.00% and scales lower for greater levels of assets under management. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2020 Main Street, Suite 340, Irvine, CA, 92614

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Cristina is an affiliated insurance producer for Empirical Insurance, LLC, providing insurance planning services since 2021. She dedicates minimal time to this activity.

Employment History
Current Registrations
Empirical Wealth Management
January 2021 - Present · 5 yrs 9 mos
Previous Registrations
LPL Financial LLCBroker
June 2020 - January 2021 · 7 mos
Stratos Wealth Partners, LTD
June 2020 - January 2021 · 7 mos
Fidelity Personal and Workplace Advisors
July 2018 - June 2020 · 1 yr 11 mos
Strategic Advisers LLC
March 2017 - July 2018 · 1 yr 4 mos
Fidelity Brokerage Services LLCBroker
March 2017 - June 2020 · 3 yrs 3 mos
Ngam Advisors, L.P.
June 2016 - March 2017 · 9 mos
Ngam Distribution, L.P.Broker
February 2015 - March 2017 · 2 yrs 1 mo
Charles Schwab & CO., INC.
August 2009 - February 2015 · 5 yrs 6 mos
Charles Schwab & CO., INC.Broker
December 2008 - February 2015 · 6 yrs 2 mos
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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