Erin Campbell
Beacon Financial Strategies · Raleigh, North Carolina
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.
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Specialties
Who they serve
- Pre-retirees
- Retirees
- Mid-life transitions
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 | $309.4M across 560 accounts |
| Credentials | CFP · CPA/PFS · MBA |
| SEC registration | Investment adviser representative in NC · CRD 4257764 |
| Exams passed | Series 63 (2001) · Series 65 (2004) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | beaconfinancialstrategies.com |
| Profile |
How Erin's firm compares
- Ongoing planning starts at $10,000 a year, above the North Carolina median of $4,500 for fee-only firms that publish prices.
- Beacon Financial Strategies's average account is about $553,000, from its Form ADV (assets managed divided by 560 accounts).
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Questions about Erin
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Beacon Financial Strategies website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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