Bernard Campbell
Etch Financial · Pittsburgh, Pennsylvania
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.
Request an introduction to Bernard →
Specialties
Facts
| Firm | Etch Financial |
|---|---|
| Based in | Pittsburgh, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $14.1M across 45 accounts |
| SEC registration | Investment adviser representative in PA · CRD 8285288 |
| Exams passed | Series 65 (2026) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.etchfinancial.com |
How Bernard's firm compares
- Etch Financial's average account is about $314,000, from its Form ADV (assets managed divided by 45 accounts).
Request an introduction to Bernard
Tell Bernard a little about what you're looking for. Bernard 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 Bernard
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.
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
- Etch Financial 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.