Ashley Heck
Campbell Asset Management · Chattanooga, Tennessee
Ashley Heck is a fee-only financial advisor at Campbell Asset Management in Chattanooga, Tennessee. Ashley focuses on tax planning, small business owners and estate & legacy planning. Campbell Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Ashley →
Specialties
Who they serve
- Retirees
Facts
| Firm | Campbell Asset Management |
|---|---|
| Based in | Chattanooga, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $146.0M across 416 accounts |
| SEC registration | Investment adviser representative in TN · CRD 6408117 |
| Exams passed | Series 65 (2015) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.campbellassetmanagement.com |
| Profile |
How Ashley's firm compares
- Campbell Asset Management's average account is about $351,000, from its Form ADV (assets managed divided by 416 accounts).
Request an introduction to Ashley
Tell Ashley a little about what you're looking for. Ashley isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Ashley
Is Ashley Heck a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ashley holds no broker registration, and Campbell Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ashley charge for financial advice?
Ashley's firm, Campbell Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ashley Heck based?
Ashley Heck is based in Chattanooga, Tennessee.
What does Ashley specialize in?
Ashley's specialties include tax planning, small business owners and estate & legacy planning. Ashley works with retirees.
Is Ashley Heck registered with the SEC?
Yes. Ashley Heck is registered as an investment adviser representative in TN (CRD 6408117), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Campbell Asset Management manage?
Campbell Asset Management reports $146.0M across 416 accounts in assets under management.
How do I contact Ashley Heck?
Through Ashley's website, www.campbellassetmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Campbell Asset Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.