# Erin Campbell

> Erin Campbell is a fee-only financial advisor at Beacon Financial Strategies in Raleigh, North Carolina, who holds the CFP, CPA/PFS and MBA credentials. Erin charges a percentage of assets and an ongoing planning fee (ongoing planning from $10,000 a year and 1% a year on the first tier of assets managed) and focuses on tax planning and retirement planning.

Page: https://find.wellspent.co/advisors/erin-campbell/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Beacon Financial Strategies
- **Based in:** Raleigh, North Carolina
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $10,000 a year; 1% a year on the first tier of assets managed
- **Assets under management (firm):** $309.4M across 560 accounts
- **Credentials:** CFP, CPA/PFS, MBA
- **Specialties:** Tax planning, Retirement planning
- **Works with:** Pre-retirees, Retirees, Mid-life transitions
- **CRD:** 4257764 (https://adviserinfo.sec.gov/individual/summary/4257764)
- **SEC registration:** Investment adviser representative in NC
- **Exams passed:** Series 63 (2001), Series 65 (2004)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://beaconfinancialstrategies.com

## Frequently asked questions

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

Yes. Erin Campbell is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Erin's firm.

### How does Erin charge for financial advice?

Erin charges a percentage of assets and an ongoing planning fee.

### How much does Erin charge?

According to Beacon Financial Strategies's website, checked October 28, 2026: ongoing planning from $10,000 a year; 1% a year on the first tier of assets managed.

### Where is Erin Campbell based?

Erin Campbell is based in Raleigh, North Carolina.

### What does Erin specialize in?

Erin's specialties include tax planning and retirement planning. Erin works with pre-retirees, retirees and mid-life transitions.

### What credentials does Erin Campbell hold?

Erin Campbell holds the CFP, CPA/PFS and MBA credentials.

### Is Erin Campbell registered with the SEC?

Yes. Erin Campbell is registered as an investment adviser representative in NC (CRD 4257764), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Beacon Financial Strategies manage?

Beacon Financial Strategies reports $309.4M across 560 accounts in assets under management.

### How do I contact Erin Campbell?

Through Erin's website, beaconfinancialstrategies.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/5859): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.beaconfinancialstrategies.com/): specialties, clients served, and fees, checked October 28, 2026

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