Campbell Financial Partners, LLC

Campbell Financial Partners, LLC, established in 2006 by Kathleen Campbell, is a fee-only financial advisor firm based in Ft. Myers, FL. The firm specializes in financial planning and investment management services, with a focus on tailored relationships and client-specific investment strategies. Campbell Financial Partners does not sell annuities, insurance, or commissioned products. Kathleen Campbell is the sole principal owner of the firm. The firm offers financial planning services at a fixed price or hourly rate, with a minimum fee of $1,200. For investment management, the firm primarily recommends no-load or low-cost mutual funds and ETFs. The annual investment advisory fee ranges from 0.3% to 0.9% based on assets under management, with a minimum annual fee of $10,000. Clients receive periodic account reviews and reports, and the firm has discretionary authority for trading. Campbell Financial Partners does not accept performance-based fees, has a fiduciary duty, and is a member of Garrett Planning Network and NAPFA. The firm does not vote proxies on client securities and does not have any financial impairment affecting client commitments.