Campbell Wealth Management
Campbell Wealth Management is a family-owned registered investment advisor in Salem, Oregon, providing wealth management, estate planning, insurance, and tax coordination to high-net-worth retirees, sudden-wealth recipients, and widows/widowers across the U.S. through LPL Financial's platform and a relationship-based, in-person advisory model.
- Company typePrivate
- Founded1996
- HeadquartersSalem, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Campbell Wealth Management does
Campbell Wealth Management is a privately held, family-owned registered investment advisory firm headquartered in Salem, Oregon, serving high-net-worth individuals across the United States through a relationship-based, in-person advisory model. The firm was established in December 1996 when Scott Campbell became an independent financial advisor with LPL Financial; his son Justin Campbell, who joined as a licensed advisor in 2018 and achieved the CFP designation at age 26, purchased the firm effective January 1, 2026, with Scott continuing in an advisory capacity. As of 2026 the firm operates with two advisors (Scott and Justin Campbell), an Operations Manager (Emily Dobbes, joined June 2023), and broader support staff totaling 13 employees, supported by office dogs Kyro and Koda as part of its culture. Core services include Complete Wealth Management (full-asset investment management), Comprehensive Legacy Planning, Investment Management, Insurance Advisory, Tax Planning coordination, and Estate Planning collaboration, organized around a seven-step onboarding process from discovery through annual review. Typical clients carry $1M+ in investable assets, $300K+ household income, or $5M+ net worth, with explicit segment focus on retirees, sudden wealth recipients, and widows/widowers.
The firm runs on third-party infrastructure rather than proprietary technology: LPL Financial serves as broker-dealer, custodian, and provider of the AccountView online client portal, while WealthVision financial planning software is used for scenario-based plan presentations. Client communication is conducted by phone, email, text, and the AccountView portal alongside scheduled face-to-face meetings at the Salem office. Revenue is generated through a tiered asset-based fee schedule (1.35% on AUM under $500K, stepping down to 0.50% above $10M, billed quarterly) plus commissions on insurance products (life, long-term care, fixed/variable/indexed annuities) and brokerage transactions. Marketing is dominated by client referrals and word-of-mouth, supplemented by YouTube educational videos and a Facebook page; no channel partners, resellers, or digital self-service acquisition are used. A 99% client retention rate over Scott's 32-year tenure and multi-decade testimonials (25-30+ years) indicate exceptionally durable household relationships.
Campbell Wealth Management firmographics
Firmographics- Name
- Campbell Wealth Management
- Legal name
- Campbell Wealth Management
- Website
- https://campbellwealthmgmt.com
- Company type
- Private
- Founded year
- 1996
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Campbell Wealth Management is a family-owned registered investment advisor in Salem, Oregon, providing wealth management, estate planning, insurance, and tax coordination to high-net-worth retirees, sudden-wealth recipients, and widows/widowers across the U.S. through LPL Financial's platform and a relationship-based, in-person advisory model.
- Ownership category
- akta.pro rank
Campbell Wealth Management industry classification
Industry- Product category
- Personal Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)
- akta.pro secondary industries
- Discretionary Portfolio Management (Retail) (FSAAAAAH), Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
Keywords
Where Campbell Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Salem
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Campbell Wealth Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- Asset Under Management (AUM) Fees: Fee-based model where management fees are charged quarterly based on percentage of assets managed. Fee tiers range from 1.35% (under $500K) to 0.50% (over $10M). Fee is deducted directly from investment accounts.
- Commission-Based Products: Insurance products (life insurance, long-term care insurance, annuities including fixed, variable, and equity indexed) and brokerage accounts where commissions are paid upon purchase or sale of investments.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Quarterly | Less than $500,000: 1.35% annual management fee |
| Subscription | Quarterly | $500,000 – $1,250,000: 1.25% annual management fee |
| Subscription | Quarterly | $1,250,000 – $2,500,000: 1.10% annual management fee |
| Subscription | Quarterly | $2,500,000 – $5,000,000: 0.90% annual management fee |
| Subscription | Quarterly | $5,000,000 – $10,000,000: 0.70% annual management fee |
| Subscription | Quarterly | $10,000,000 and above: 0.50% annual management fee |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels5 records
Campbell Wealth Management product offering
Product offeringCore offering
Campbell Wealth Management is a family-owned financial advisory firm that provides personalized wealth management, investment management, insurance advisory, tax planning, and estate planning services to individual clients, primarily retirees and high-net-worth households. Services are delivered through a seven-step process covering initial consultation, discovery, financial analysis, plan development and presentation (using WealthVision software), implementation, and ongoing monitoring, supported by the third-party LPL Financial AccountView client portal.
Product overview
Campbell Wealth Management is a single-family-owned wealth management firm offering comprehensive financial services. The core offering consists of Complete Wealth Management (full investment asset management) and Comprehensive Legacy Planning (estate services), supported by Investment Management, Insurance Advisory, Tax Planning, and Estate Planning modules. The firm serves specific target segments including retirees, sudden wealth recipients, and widows/widowers. Justin and Scott Campbell guide clients through a seven-step service method including discovery, financial analysis, plan development, presentation (using WealthVision software), implementation, and ongoing monitoring. The firm operates under LPL Financial as a registered investment advisor, with typical clients having $1 million or more in investable assets.
Differentiator
Problem solved
Functional benefit
Products and services
- Complete Wealth Management Full-service investment management covering all of a client's investable assets, ensuring the entire financial picture is aligned with client goals for a secure future. For individual clients (retirees and high-net-worth households).
- Comprehensive Legacy Planning Estate organization and optimization service to protect and transfer a client's legacy according to their wishes. For individual clients concerned with legacy and estate transfer.
- Investment Management Services Tailored investment strategies aligned with client goals and risk tolerance, including portfolio balancing, growth opportunities, risk management, and integration with comprehensive financial planning. For individual investors.
- Insurance Advisory Services Review of current insurance coverage to identify gaps, with recommendations for strategies including life insurance, long-term care insurance, and annuities (fixed, variable, equity indexed). For individual clients seeking protection solutions.
- Tax Planning Coordination with accountants to identify tax optimization strategies, integrate tax considerations across the financial plan, and minimize tax liabilities through investment decisions. For individual clients.
- Estate Planning Collaboration with attorneys to align estate plans with client goals, ensure wealth transfer strategies reflect wishes, and create a meaningful, well-organized legacy. For individual clients with estate transfer needs.
- Retiree Financial Planning Comprehensive financial guidance for retirees focused on preserving wealth, generating reliable income, and leaving a legacy without outliving savings. For individual retirees and pre-retirees.
- Sudden Wealth Planning Financial planning services for individuals who have received an inheritance, business sale proceeds, or settlement, helping them make smart, lasting decisions in critical early choice periods. For sudden wealth recipients.
- Widow/Widower Financial Guidance Financial guidance providing clear direction, patient education, and trusted team support for individuals whose spouse previously managed household finances. For widows and widowers.
Quantifiable outcome
- 99% client retention rate maintained by Scott Campbell over 32 years of experience
- +2 more outcomes
Companies that use Campbell Wealth Management
Customer profileNamed customers6 records
Segments4 records
Ideal customer profiles3 records
Campbell Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Campbell Wealth Management partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- LPL FinancialcoreSecurities and Advisory services are offered through LPL Financial, a Registered Investment Advisor and Member FINRA/SIPC. Scott Campbell became an independent financial advisor with LPL Financial in December 1996. LPL provides the AccountView online client portal platform and serves as the broker-dealer for all client accounts.
Scale indicators4 records
Recent moves5 records
Expansion highlights2 records
Campbell Wealth Management competitors and assessment
Company assessmentDirect peers
- Ameriprise Financial: Advice-driven wealth and asset management firm with a national advisor network serving HNW households with holistic financial planning, investment, and insurance solutions. Highly comparable on the comprehensive-planning-plus-insurance bundle and the relationship-advisor model.
- Fisher Investments: Independent RIA focused on managing portfolios for HNW private clients, particularly retirees and pre-retirees. Comparable on serving HNW retiree households with discretionary portfolio management and a high-touch service model.
- Edward Jones: Large relationship-based wealth management franchise serving mass-affluent and HNW clients through a national branch network of local financial advisors. Closely comparable model: face-to-face advisory, AUM-based fees, retirement-and-legacy focus, and reliance on deep personal relationships — directly competing for the same retiree/sudden-wealth segment.
- Mariner Wealth Advisors: Large independent RIA offering comprehensive wealth advisory, tax, estate, and retirement planning to HNW families nationwide. Comparable on the holistic, fee-based, advisor-driven model targeting similar HNW retiree and sudden-wealth segments.
- Commonwealth Financial Network: Independent broker-dealer/RIA supporting a national network of advisor-led wealth management practices serving HNW households with holistic planning. Comparable on the independent-advisor business model, advisor-led client experience, and integrated investment + insurance offering.
- Northwestern Mutual: Mutual insurer with a vast advisor network offering integrated wealth management, retirement, and insurance/annuity products to HNW individuals and families. Comparable on long-tenured advisor relationships, multi-product (investment + insurance) revenue model, and the planning-led approach for mass-affluent to HNW households.
- Raymond James: Diversified financial services firm with a large independent advisor channel providing wealth management, retirement planning, and insurance to HNW clients. Comparable on advisor-led private client group model and integrated investment/insurance offering.
- Cetera Financial Group: Independent broker-dealer/RIA platform supporting financial advisors in serving HNW clients with wealth management, retirement, and insurance solutions. Comparable on the independent-advisor supported model and holistic planning for HNW households.
Broad incumbents
- Charles Schwab (Private Client / Wealth Advisory): Large incumbent brokerage and RIA platform offering Schwab Private Client and Wealth Advisory services aimed at mass-affluent to HNW households with planning-led portfolios. Overlaps in service offering and target customer but operates at vastly greater scale with hybrid digital + advisor delivery.
Others
- LPL Financial: Largest independent broker-dealer in the U.S., providing the custodial, technology (AccountView), and back-office infrastructure that Campbell Wealth Management runs on. Not a competitor but an enabling platform partner; included because it shapes Campbell's economics, technology, and regulatory perimeter.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Campbell Wealth Management social profiles
Digital presenceCampbell Wealth Management compliance and trust
Trust signalCompliance3 records
Campbell Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Campbell Wealth Management leadership team
Management profileNumber of profiles
Profiles3 records
Campbell Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Campbell Wealth Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Campbell Wealth Management
What does Campbell Wealth Management do?
Campbell Wealth Management is a family-owned financial advisory firm that provides personalized wealth management, investment management, insurance advisory, tax planning, and estate planning services to individual clients, primarily retirees and high-net-worth households. Services are delivered through a seven-step process covering initial consultation, discovery, financial analysis, plan development and presentation (using WealthVision software), implementation, and ongoing monitoring, supported by the third-party LPL Financial AccountView client portal.
Is Campbell Wealth Management a public or private company?
Campbell Wealth Management is a private company. It is classified as family owned and is currently operating.
When was Campbell Wealth Management founded?
Campbell Wealth Management was founded in 1996. It employs 11 to 50 people.
Where is Campbell Wealth Management based?
Campbell Wealth Management is headquartered in Salem, United States, in the North America region.
How does Campbell Wealth Management make money?
Two revenue lines are on record. Asset Under Management (AUM) Fees are the primary driver. The others are commission-Based Products.
Who are Campbell Wealth Management's main competitors?
Direct peers on record are Ameriprise Financial, Fisher Investments, Edward Jones, Mariner Wealth Advisors, Commonwealth Financial Network, Northwestern Mutual, Raymond James and Cetera Financial Group. Charles Schwab (Private Client / Wealth Advisory) is listed as a broad incumbent. LPL Financial is listed as an others.
Does Campbell Wealth Management have an API?
No public API is recorded for Campbell Wealth Management.
What industry is Campbell Wealth Management in?
Campbell Wealth Management's product category is Personal Wealth Management. Its primary akta.pro industry code is FSAAAAAF, Financial Planning & Goals-Based Advice (Mass Affluent), with a secondary code of FSAAAAAH, Discretionary Portfolio Management (Retail). Its NAICS code is 523940 and its SIC code is 6282.