# John Campbell

> John Campbell is a fee-only financial advisor at Namesake Group in Rochester, Michigan, who holds the CFP credential. John focuses on tax planning. Namesake Group reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/john-campbell-6645891/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Namesake Group
- **Based in:** Rochester, Michigan
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $11.4M across 84 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning
- **CRD:** 6645891 (https://adviserinfo.sec.gov/individual/summary/6645891)
- **SEC registration:** Investment adviser representative in MI
- **Exams passed:** Series 65 (2016)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.namesakegroup.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Namesake Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does John charge for financial advice?

John's firm, Namesake Group, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is John Campbell based?

John Campbell is based in Rochester, Michigan.

### What does John specialize in?

John's specialties include tax planning.

### What credentials does John Campbell hold?

John Campbell holds the CFP credential.

### Is John Campbell registered with the SEC?

Yes. John Campbell is registered as an investment adviser representative in MI (CRD 6645891), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Namesake Group manage?

Namesake Group reports $11.4M across 84 accounts in assets under management.

### How do I contact John Campbell?

Through John's website, www.namesakegroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6645891): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.namesakegroup.com/): specialties, clients served, and fees, checked October 30, 2026

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