Janet Campbell
Abunda Financial · Sausalito, California
Janet Campbell is a fee-only financial advisor at Abunda Financial in Sausalito, California, who holds the CFP credential. Janet charges a flat fee or retainer and an ongoing planning fee.
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Facts
| Firm | Abunda Financial |
|---|---|
| Based in | Sausalito, California |
| Fee model | Flat fee or retainer · Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $103.1M across 124 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 1103187 |
| Exams passed | Series 63 (1996) · Series 65 (1992) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.abundafinancial.com |
| Profile |
How Janet's firm compares
- Abunda Financial's average account is about $832,000, from its Form ADV (assets managed divided by 124 accounts).
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Questions about Janet
Is Janet Campbell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Janet holds no broker registration, and Abunda Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Janet charge for financial advice?
Janet charges a flat fee or retainer and an ongoing planning fee.
Where is Janet Campbell based?
Janet Campbell is based in Sausalito, California.
What credentials does Janet Campbell hold?
Janet Campbell holds the CFP credential.
Is Janet Campbell registered with the SEC?
Yes. Janet Campbell is registered as an investment adviser representative in CA (CRD 1103187), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Abunda Financial manage?
Abunda Financial reports $103.1M across 124 accounts in assets under management.
How do I contact Janet Campbell?
Through Janet's website, www.abundafinancial.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
- Abunda Financial 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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