# Chad Campbell

> Chad Campbell is a fee-only financial advisor at Capital Financial Planners in Salem, Oregon, who holds the CFP credential. Capital Financial Planners reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/chad-campbell/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Capital Financial Planners
- **Based in:** Salem, Oregon
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $284.8M across 575 accounts
- **Credentials:** CFP
- **CRD:** 6163605 (https://adviserinfo.sec.gov/individual/summary/6163605)
- **SEC registration:** Investment adviser representative in OR, TX
- **Exams passed:** Series 65 (2013), Series 66 (2013)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://capfina.com/

## Frequently asked questions

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

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

### How does Chad charge for financial advice?

Chad's firm, Capital Financial Planners, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Chad Campbell based?

Chad Campbell is based in Salem, Oregon.

### What credentials does Chad Campbell hold?

Chad Campbell holds the CFP credential.

### Is Chad Campbell registered with the SEC?

Yes. Chad Campbell is registered as an investment adviser representative in OR and TX (CRD 6163605), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Capital Financial Planners manage?

Capital Financial Planners reports $284.8M across 575 accounts in assets under management.

### How do I contact Chad Campbell?

Through Chad's website, capfina.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6163605): 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

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