Chad Campbell is a CFP-designated registered investment advisor at Capital Financial Planners, based in Salem, OR, with 13 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 221 clients with $280M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.25% |
Fees for accounts greater than $10,000,000 are negotiable. Clients participating in wrap fee programs also pay platform fees to the program sponsor.
Fee Estimator
Location
1640 Liberty St Se, Salem, OR, 97302
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Capital Financial Planners
Previous Registrations
Kms Financial Services, INC.Broker
Kms Financial Services, INC
State Registrations2 states
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
More Advisors
- Barrigan Nelson, CFPCapital Financial Planners
- Danae Johnson, CFPCapital Financial Planners
- Laurence Hanslits, CFPWealth Enhancement Advisory Services, LLC
- Mark Bain, ChFCCwm, LLC
- John Sipple, CFPMorgan Stanley
- Thomas Dutoit, ChFCState Farm Investment Management CORP.