# Bernard Campbell

> Bernard Campbell is a fee-only financial advisor at Etch Financial in Pittsburgh, Pennsylvania. Bernard focuses on retirement planning, student loans and tax planning. Etch Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/bernard-campbell/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Etch Financial
- **Based in:** Pittsburgh, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $14.1M across 45 accounts
- **Specialties:** Retirement planning, Student loans, Tax planning
- **CRD:** 8285288 (https://adviserinfo.sec.gov/individual/summary/8285288)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 65 (2026)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.etchfinancial.com/

## Frequently asked questions

### Is Bernard Campbell a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Bernard holds no broker registration, and Etch Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Bernard charge for financial advice?

Bernard's firm, Etch Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Bernard Campbell based?

Bernard Campbell is based in Pittsburgh, Pennsylvania.

### What does Bernard specialize in?

Bernard's specialties include retirement planning, student loans and tax planning.

### Is Bernard Campbell registered with the SEC?

Yes. Bernard Campbell is registered as an investment adviser representative in PA (CRD 8285288), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Etch Financial manage?

Etch Financial reports $14.1M across 45 accounts in assets under management.

### How do I contact Bernard Campbell?

Through Bernard's website, www.etchfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8285288): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://etchfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.