Kevin Campbell
McIlrath | Eck · San Luis Obispo, California
Kevin Campbell is a fee-only financial advisor at McIlrath | Eck in San Luis Obispo, California, who holds the CFP credential. Kevin charges a percentage of assets, hourly fees and a one-time planning fee (one-time plans from $450 and $400 an hour) and focuses on retirement planning and estate & legacy planning.
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Specialties
Facts
| Firm | McIlrath | Eck |
|---|---|
| Based in | San Luis Obispo, California |
| Fee model | Percentage of assets · Hourly · One-time planning fee |
| Fees (firm's website) | One-time plans from $450 · $400 an hour |
| Assets under management | $1.36B across 4,037 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 6157021 |
| Exams passed | Series 63 (2014) |
| Firm size | 19 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.mcilratheck.com |
How Kevin's firm compares
- A one-time plan starts at $450, below the California median of $2,500 for fee-only firms that publish prices.
- The hourly rate is $400, above the California median of $300 for fee-only firms that publish prices.
- McIlrath | Eck's average account is about $338,000, from its Form ADV (assets managed divided by 4,037 accounts).
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Questions about Kevin
Is Kevin Campbell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and McIlrath | Eck reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kevin charge for financial advice?
Kevin charges a percentage of assets, hourly fees and a one-time planning fee.
How much does Kevin charge?
According to McIlrath | Eck's website, checked October 30, 2026: one-time plans from $450; $400 an hour.
Where is Kevin Campbell based?
Kevin Campbell is based in San Luis Obispo, California.
What does Kevin specialize in?
Kevin's specialties include retirement planning and estate & legacy planning.
What credentials does Kevin Campbell hold?
Kevin Campbell holds the CFP credential.
Is Kevin Campbell registered with the SEC?
Yes. Kevin Campbell is registered as an investment adviser representative in CA and TX (CRD 6157021), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does McIlrath | Eck manage?
McIlrath | Eck reports $1.36B across 4,037 accounts in assets under management.
How do I contact Kevin Campbell?
Through Kevin's website, www.mcilratheck.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
- McIlrath | Eck 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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