Karen Premuto
Campbell & Associates · Winter Haven, Florida
Karen Premuto is a fee-only financial advisor at Campbell & Associates in Winter Haven, Florida. Campbell & Associates reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Campbell & Associates |
|---|---|
| Based in | Winter Haven, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $11.3M across 12 accounts |
| SEC registration | Investment adviser representative in FL · CRD 2987737 |
| Exams passed | Series 65 (1997) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.campbellcpa.biz |
How Karen's firm compares
- Campbell & Associates's average account is about $944,000, from its Form ADV (assets managed divided by 12 accounts).
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Questions about Karen
Is Karen Premuto a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Karen holds no broker registration, and Campbell & Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Karen charge for financial advice?
Karen's firm, Campbell & Associates, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Karen Premuto based?
Karen Premuto is based in Winter Haven, Florida.
Is Karen Premuto registered with the SEC?
Yes. Karen Premuto is registered as an investment adviser representative in FL (CRD 2987737), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Campbell & Associates manage?
Campbell & Associates reports $11.3M across 12 accounts in assets under management.
How do I contact Karen Premuto?
Through Karen's website, www.campbellcpa.biz.
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
- 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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