Stuart Campbell
Stuart Campbell is a registered investment advisor at Campbell Wealth Advisors, LLC, based in Sarasota, FL, with 10 years of industry experience. Stuart operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Campbell Wealth Advisors does not directly manage investments. Instead, they recommend third-party investment advisors or portfolio managers. Campbell Wealth Advisors charges a management fee ranging from 0.50% to 1.00% of the assets managed by the third party. This fee is negotiable and varies based on the size and number of accounts. This fee is collected by the third-party advisor or portfolio manager, in addition to their own fees.
Location
1819 Main St., Suite 404, Sarasota, FL, 34236
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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 →Other Business ActivitiesSells Insurance
Stuart is an insurance agent, independently selling insurance, annuities, and life insurance, dedicating a few hours per week to this activity. He is also the CEO of RM Investment Strategies, LLC, spending about a quarter of his time in this role.
Employment History
Current Registrations
Campbell Wealth Advisors, LLC
Previous Registrations
Retirement Wealth Advisors, INC.
State Registrations3 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.