Mariette Campbell
Osprey Private Wealth · New York, New York
Mariette Campbell is a fee-only financial advisor at Osprey Private Wealth in New York, New York, who holds the CFP credential. Mariette focuses on family wealth transfer, estate & legacy planning and retirement planning. Osprey Private Wealth reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Osprey Private Wealth |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $448.4M across 124 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA, MI, NY · CRD 3139675 |
| Exams passed | Series 63 (1999) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | ospreypw.com |
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Questions about Mariette
Is Mariette Campbell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mariette holds no broker registration, and Osprey Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mariette charge for financial advice?
Mariette's firm, Osprey Private Wealth, reports charging a percentage of assets on its SEC Form ADV.
Where is Mariette Campbell based?
Mariette Campbell is based in New York, New York.
What does Mariette specialize in?
Mariette's specialties include family wealth transfer, estate & legacy planning, retirement planning and tax planning. Mariette works with multi-generational families.
What credentials does Mariette Campbell hold?
Mariette Campbell holds the CFP credential.
Is Mariette Campbell registered with the SEC?
Yes. Mariette Campbell is registered as an investment adviser representative in MA, MI and NY (CRD 3139675), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Osprey Private Wealth manage?
Osprey Private Wealth reports $448.4M across 124 accounts in assets under management.
How do I contact Mariette Campbell?
Through Mariette's website, ospreypw.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
- Osprey Private Wealth 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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