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May 6, 2010, The Story Behind Campbell Wealth Management

Get to know CEO Kelly Campbell and the work that he is doing in the financial planning sector to help investors like you manage your investments today and the future.

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February 17, 2010, The New York Times

Via NYTimes

Paul Sullivan of The New York Times quotes Kelly Campbell, president and CEO of Campbell Wealth Management, on his thoughts about being an independent adviser. Campbell explains that his business model is 60 to 70 percent fee-based, combined with commissions from selling products. “I’ve been very clear about this. I say this is the piece on which we’ll be charging you a fee, and this is the part where we’ll charge you a commission,” Campbell says.

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