Stephanie Campos
Campos Financial · Miami, Florida
Stephanie Campos is a fee-only financial advisor at Campos Financial in Miami, Florida, who holds the CFP credential. Campos Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Stephanie →
Facts
| Firm | Campos Financial |
|---|---|
| Based in | Miami, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $4.9M across 37 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, FL, NY, TX · CRD 4858734 |
| Exams passed | Series 66 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | camposfinancial.com |
| Profile |
How Stephanie's firm compares
- Campos Financial's average account is about $133,000, from its Form ADV (assets managed divided by 37 accounts).
Request an introduction to Stephanie
Tell Stephanie a little about what you're looking for. Stephanie isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Stephanie
Is Stephanie Campos a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephanie holds no broker registration, and Campos Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephanie charge for financial advice?
Stephanie's firm, Campos Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Stephanie Campos based?
Stephanie Campos is based in Miami, Florida.
What credentials does Stephanie Campos hold?
Stephanie Campos holds the CFP credential.
Is Stephanie Campos registered with the SEC?
Yes. Stephanie Campos is registered as an investment adviser representative in CA, FL, NY and TX (CRD 4858734), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Campos Financial manage?
Campos Financial reports $4.9M across 37 accounts in assets under management.
How do I contact Stephanie Campos?
Through Stephanie's website, camposfinancial.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
- 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.
See something wrong? Request a correction. Read our methodology.