Qualified Plan Advisory, LLC

Qualified Plan Advisory, LLC is a registered investment advisor based in Costa Mesa, CA, providing investment advisory services since 2006. The firm specializes in portfolio management services, offering both non-discretionary and discretionary options tailored to meet clients' needs and objectives. Clients have the flexibility to grant discretionary authority for account management, allowing the firm to formulate investment strategies on their behalf. Additionally, the firm offers financial planning services, developing written plans based on clients' financial circumstances and objectives. The fee structure for portfolio management services is based on a percentage of assets under management, with fees billed monthly in arrears. Financial planning services are offered at a fixed fee, negotiable based on complexity and scope. Qualified Plan Advisory, LLC primarily advises on ETFs, mutual funds, and managed accounts, with a focus on risk tolerance and long-term investment goals. David S. Campbell, the founder and President, has been in the qualified retirement plan industry since 1990. The firm does not have any disciplinary information, and Mr. Campbell does not engage in any other business activities or receive compensation beyond his role at Qualified Plan Advisory, LLC. The firm's investment strategies are based on various methods of analysis, including charting, technical analysis, fundamental analysis, and modern portfolio theory. Clients are encouraged to consult with a tax professional regarding the tax implications of their investments. Qualified Plan Advisory, LLC does not participate in performance-based fees, side-by-side management, or receive compensation for client referrals. The firm does not vote client securities and does not have custody of client funds.