Brian Campbell is a registered investment advisor at Campbell Wealth Partners, LLC, based in Missouri City, TX, with 7 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M+ | 0.85% |
Fees are generally negotiable.
Fee Estimator
Location
Missouri City, TX
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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 Activities
Brian owns Janissary, LLC, a private security firm providing physical security and investigative services in Houston, TX. He dedicates a few hours per week to this business.
Employment History
Current Registrations
Campbell Wealth Partners, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Majors & Mondragon, LLC.
MML Investors Services, LLCBroker
State Registrations1 state
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