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John Campbell

Advisor at Benefit Financial Services Group

Updated today

Location

Heath, TX

Credentials

Series 63, Series 65

Industry experience

21 years

About

John Campbell is a financial advisor with Benefit Financial Services Group and holds Series 63 and Series 65 licenses. He has 21 years of industry experience and has been with Benefit Financial Services Group since 2007. Benefit Financial Services Group serves individual investors, families, corporations, trusts, charitable organizations, and retirement plan sponsors. The firm offers wealth management, institutional pension consulting, and tax preparation services, focusing on diversified, outcome-oriented portfolios that may include ESG strategies and cryptocurrency exposure with client consent.

Client services

Based on Benefit Financial Services Group

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Credit and cash management solutions, insurance solutions, tax preparation services.

Expertise

Based on Benefit Financial Services Group

ESG / Sustainable investing Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Benefit Financial Services Group

Founder/Business Owner Executive

Demographic focus

Based on Benefit Financial Services Group

Approaching retirement Retired

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Fee options

Percentage

$0+: 0.25% to 1.25% annually depending on services and complexity (fees can exceed 1.25% due to minimum fee) Not explicitly stated+: 0.35% to 0.55% annually on plan assets for asset-based pension consulting fees Not explicitly stated+: 0.01% to 0.75% annually on average annual plan assets for investment & compliance consulting Not explicitly stated+: 0.01% to 0.50% annually on plan assets for discretionary fiduciary services Not explicitly stated+: 0.02% to 0.10% annually on plan assets for Managed Account Service

Project-based

Financial planning hourly fees generally range from $150 to $500 per hour; Divorce financial planning up to $500 per hour; Consulting in a settlor capacity at $100 per hour.

Other

Minimum fee: Total minimum fee of up to $5,500 per year for Investment Portfolio Management Services Fee-only: Fixed fees ranging from $300 to $3,000 depending on account size and complexity; Pension consulting fixed fees from $5,000 to $200,000; Vendor search fees $5,000 to $50,000; Fiduciary structure fees $2,500 to $5,000; Participant education fees $500 to $2,000 per meeting day; Financial planning fixed fees $5,000 to $100,000; Managed Account fixed fees up to $25,000.

Location

Heath, TX

Most active in

Texas

Work history

Benefit Financial Services Group

2007 - Present (19 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Wealth management General retirement planning College savings (529s, UTMA, etc.) General tax planning
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Active portfolio management
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