Campbell Wealth Management, Inc.

Campbell Wealth Management, Inc. (CRD# 152956) is a financial advisory firm headquartered in Alexandria, VA. They manage $185,455,000 in 690 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    185
    MILLION
  • Total Number of Accounts
    690
    ACCOUNTS
  • Average Account Value
    $268,775
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MD, TX, VA

Financial Advisors at Campbell Wealth Management, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Evan T. Beach
CRD#: 5670540
700 South Washington Street, Suite 220, Alexandria, VA 22314
96
Wealthminder
score

Evan Beach (CRD# 5670540) is an Investment Advisor Representative working at Campbell Wealth Management, Inc. in Alexandria, VA and has over 8 years of experience in the finance industry. Evan Beach has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Richard L. Clement
CRD#: 2103095
700 South Washington Street, Suite 220, Alexandria, VA 22314
96
Wealthminder
score

Richard Clement (CRD# 2103095) is an Investment Advisor Representative working at Campbell Wealth Management, Inc. in Alexandria, VA and has over 27 years of experience in the finance industry. Richard Clement has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Melissa A. Voight
CRD#: 2681315
700 South Washington Street, Suite 220, Alexandria, VA 22314
96
Wealthminder
score

Melissa Voight (CRD# 2681315) is an Investment Advisor Representative working at Campbell Wealth Management, Inc. in Alexandria, VA and has over 21 years of experience in the finance industry. Melissa Voight has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Kelly P. Campbell
CRD#: 2284105
700 South Washington Street, Suite 220, Alexandria, VA 22314
86
Wealthminder
score

Kelly Campbell (CRD# 2284105) is an Investment Advisor Representative working at Campbell Wealth Management, Inc. in Alexandria, VA and has over 22 years of experience in the finance industry. Kelly Campbell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Tyler J. Frech
CRD#: 1389587
700 South Washington Street, Suite 220, Alexandria, VA 22314
86
Wealthminder
score

Tyler Frech (CRD# 1389587) is an Investment Advisor Representative working at Campbell Wealth Management, Inc. in Alexandria, VA and has over 23 years of experience in the finance industry. Tyler Frech has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.