John Campbell
Namesake Group · Rochester, Michigan
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.
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Specialties
Facts
| Firm | Namesake Group |
|---|---|
| Based in | Rochester, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $11.4M across 84 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MI · CRD 6645891 |
| Exams passed | Series 65 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.namesakegroup.com |
| Profile |
How John's firm compares
- Namesake Group's average account is about $135,000, from its Form ADV (assets managed divided by 84 accounts).
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Questions about John
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.
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
- Namesake Group 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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