Kathleen Campbell
Campbell Financial Partners · Fort Myers, Florida
Kathleen Campbell is a fee-only financial advisor at Campbell Financial Partners in Fort Myers, Florida. Kathleen 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 | Fort Myers, 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 |
| SEC registration | Investment adviser representative in FL, TX · CRD 5277659 |
| Exams passed | Series 65 (2006) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.campbellfp.net |
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Questions about Kathleen
Is Kathleen Campbell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kathleen 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 Kathleen charge for financial advice?
Kathleen charges a percentage of assets, a one-time planning fee and an ongoing planning fee.
How much does Kathleen 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 Kathleen Campbell based?
Kathleen Campbell is based in Fort Myers, Florida.
What does Kathleen specialize in?
Kathleen's specialties include retirement planning, tax planning and estate & legacy planning. Kathleen works with retirees and pre-retirees.
Is Kathleen Campbell registered with the SEC?
Yes. Kathleen Campbell is registered as an investment adviser representative in FL and TX (CRD 5277659), 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 Kathleen Campbell?
Through Kathleen'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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