Camp Wealth
Typically responds within 24 hours
FOUNDING YEAR
2020
NUMBER OF EMPLOYEES
1
Camp Wealth's Assets Under Management (AUM)
$25M - $100M
BUSINESS AFFILIATION
Hybrid RIA/Broker-Dealer
FIDUCIARY
Yes
INVESTMENT APPROACH
Passive management
REGISTERED INVESTMENT ADVISER?
Yes
LOCATION
-
SUPPORT
Standard Support
Camp Wealth
Advanced financial planning for solo entrepreneurs and high earners.
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
No minimum required
Services Offered
Client Specialties
Service Pricing
Percentage of Assets (AUM)
0% to 1%
Flat Fee/Retainer
$8,000
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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401(k) & IRA Management
Alternative Investments
Cash Flow Planning
Debt Management
ESG/Impact Investing
Estate Planning
Executive Compensation
Financial Advice & Coaching
Financial Planning
Insurance/Risk Management
Life Transition Planning
Pension Planning
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Social Security Planning
Wealth Management
Asset Allocation
Business Succession Planning
Charitable Giving
College/Education Planning
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Exit Planning
Family Wealth Transfer
Insurance Planning
Investment Management
Liquidity & Exit Planning
Philanthropic Planning
Portfolio Rebalancing
Retirement Planning
Risk Management
Stock Option Planning
Tax Strategy
Trust Services
Real Estate Advisory
Specialities
$2,500-$10,000One-Time Planning Fee
Find & Connect with Accountants, Fractional CFOs, and Financial Advisors
Sam’s List is a platform that connects users with independent accountants, bookkeepers, fractional CFOs, and financial advisors. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
