The Advocates

Advocates Wealth Planning is a financial planning and investment management firm established in January 2006 by Kurt L. Box and Coleman E. Campbell. The firm offers comprehensive financial planning services, including cash flow analysis, retirement planning, risk management, and estate planning. They primarily provide investment management services using mutual funds and Exchange Traded Funds (ETFs) for individual clients. Advocates Wealth Planning tailors financial planning and investment advisory services to individual client needs, considering personal circumstances and financial goals. The firm follows a set of 5 "Model Portfolios" for scalability purposes but customizes client portfolios based on factors like asset class percentage, dollar targets, and tax considerations. As of 12/31/2024, the firm managed $374,520,801 on a discretionary basis for 175 clients. Advocates Wealth Planning charges blended fees for investment management and financial planning based on a tiered schedule. The firm does not participate in "wrap fee" programs and does not charge performance-based fees. Clients have investment discretion but must inform the firm in writing of any restrictions on investing in certain securities. The firm does not receive compensation for the sale of securities or other investment products. Clients are encouraged to compare statements provided by Advocates Wealth Planning with those from the custodian. The firm's principals, Kurt L. Box and Coleman E. Campbell, oversee all business and advisory activities. For additional information, clients can contact Anna Banks, the Chief Compliance Officer.