Firm
Campbell Financial Partners
Fort Myers, Florida
Fee-only
Facts
| Based in | Fort Myers, Florida |
|---|---|
| Website | campbellfp.net |
| Phone | (239) 454-5333 |
Campbell Financial Partners fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $10,000 a year |
|---|---|
| Asset-based fee | 0.9% a year on the first tier of assets |
| How it charges | Percentage of assets · One-time plans or projects · Ongoing planning fee |
In the firm's words
"The minimum annual fee is $10,000." source
"The asset-based fee is .9% on the first $1 million" source
"The annual fee is generally a percentage of assets, billed quarterly." source
"We charge a one-time fee for the initial work and then an annual fee after that for the ongoing service." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $203 million |
| Individual clients | 72 |
| Financial planning | Offered |
| Form ADV filed | May 5, 2026 |
| SEC record | CRD 142889 |