Robert Campbell
Campbell & Associates · Haines City, Florida
Robert Campbell is a fee-only financial advisor at Campbell & Associates in Haines City, 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 | Haines City, 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 2987739 |
| Exams passed | Series 65 (1999) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.campbellcpa.biz |
How Robert'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 Robert
Is Robert Campbell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert 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 Robert charge for financial advice?
Robert's firm, Campbell & Associates, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Robert Campbell based?
Robert Campbell is based in Haines City, Florida.
Is Robert Campbell registered with the SEC?
Yes. Robert Campbell is registered as an investment adviser representative in FL (CRD 2987739), 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 Robert Campbell?
Through Robert'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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