Chad Campbell
Capital Financial Planners · Salem, Oregon
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.
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Facts
| Firm | Capital Financial Planners |
|---|---|
| Based in | Salem, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $284.8M across 575 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR, TX · CRD 6163605 |
| Exams passed | Series 65 (2013) · Series 66 (2013) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | capfina.com |
| Profile |
How Chad's firm compares
- Capital Financial Planners's average account is about $495,000, from its Form ADV (assets managed divided by 575 accounts).
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Questions about Chad
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.
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
- 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.
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