Campos Financial fees and pricing
Financial planner in Miami, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 16, 2026, Campos Financial charges $200 an hour and a flat or project fee of $200-$2,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“The hourly rate is $200 per hour, charged in arrears, and is billed in 30-minute increments (a partial increment will be treated as a whole increment).”
- Flat or project fee
- $200-$2,000
“This service is offered on a fixed fee basis, ranging from $200 - $2,000 per plan, in arrears.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Campos Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients receive their invoice(s) electronically at the same time as their Client Service Agreement.”
- “The invoices are scheduled to be due/paid on either the 15th or 30th/31st of each month.”
- “The invoice is considered to be charged in arrears with the expectation that the service will be rendered by the due date on the invoice.”
How Campos Financial’s fees compare
- Its hourly rate of $200 is below the Florida median of $288. 14% of the 372 other Florida planners that publish an hourly rate charge less.
- None of the 13 other planners in Miami that publish an hourly rate charge less.
- Its flat or project fee of $200-$2,000 is below the Florida median of $4,900. 9% of the 320 other Florida planners that publish a flat or project fee charge less.
- 4 of the 14 other planners in Miami that publish a flat or project fee charge less.
About Campos Financial
“Provided Campos Financial provides financial planning and investment advisory services. Clients will be asked to provide copies of important financial documents to begin the financial planning process.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2019 (7 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Equity compensation
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 3% a year
- Clients
- 26
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
- Assets managed
- $4,906,074
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 304860
- Phone
- (305) 874-7480
Can advise clients in 4 states: California, Florida, New York, Texas
Other planners in Miami that publish fees
- Amida Wealth Advisors, LLCMiami$1,000-$30,000, $1,750-$2,500/yr
- Andromeda Wealth LLCMiami$250/hr, $500-$2,000
- Brickell Financial Group LLCMiami$200-$1,500
- Camerondowning, Inc.Miami$300/hr, $1,500-$5,000
- Cela Wealth ManagementMiami$2,500-$12,000
- Clout CapitalMiami$50,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.