James Moore
Campbell Financial Partners · Bradenton, Florida
James Moore is a fee-only financial advisor at Campbell Financial Partners in Bradenton, Florida, who holds the CFP credential. James charges a percentage of assets, a one-time planning fee and an ongoing planning fee (ongoing planning from $10,000 a year and 0.9% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Campbell Financial Partners |
|---|---|
| Based in | Bradenton, Florida |
| Fee model | Percentage of assets · One-time planning fee · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $10,000 a year · 0.9% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $202.7M across 522 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, TX · CRD 4165738 |
| Exams passed | Series 63 (2000) · Series 65 (2004) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.campbellfp.net |
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Questions about James
Is James Moore a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Campbell Financial Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James charges a percentage of assets, a one-time planning fee and an ongoing planning fee.
How much does James charge?
According to Campbell Financial Partners's website, checked October 30, 2026: ongoing planning from $10,000 a year; 0.9% a year on the first tier of assets managed.
Where is James Moore based?
James Moore is based in Bradenton, Florida.
What does James specialize in?
James's specialties include retirement planning, tax planning and estate & legacy planning. James works with retirees and pre-retirees.
What credentials does James Moore hold?
James Moore holds the CFP credential.
Is James Moore registered with the SEC?
Yes. James Moore is registered as an investment adviser representative in FL and TX (CRD 4165738), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Campbell Financial Partners manage?
Campbell Financial Partners reports $202.7M across 522 accounts in assets under management.
How do I contact James Moore?
Through James's website, www.campbellfp.net.
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
- Campbell Financial Partners website : specialties, clients served, and fees, checked October 30, 2026
- 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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