KC
KC
Kristin Campbell
21 Years of Experience
Fort Worth, TX
1 DisclosureBroker
Kristin Campbell is a registered investment advisor at Wells Fargo Advisors, based in Fort Worth, TX, with 21 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
Loading...
Location
201 Main St 4th Fl, [Tg-Rbo], Fort Worth, TX, 76102
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2015Closed-No Action
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
May 2013 - Present · 13 yrs
Wells Fargo Advisors
May 2013 - Present · 13 yrs
Previous Registrations
Bbva Securities INC.Broker
May 2013 - May 2013 · 0 mos
Bbva Wealth Solutions INC.
October 2010 - May 2013 · 2 yrs 7 mos
St Johns Wealth Management
April 2010 - October 2010 · 6 mos
Bbva Compass Investment Solutions, INCBroker
May 2008 - May 2013 · 5 yrs
Bbva Compass Investment Solutions, INC.
May 2008 - March 2010 · 1 yr 10 mos
Primevest Financial Services, INC.
May 2007 - May 2008 · 1 yr
Primevest Financial Services, INC.Broker
May 2007 - May 2008 · 1 yr
Wells Fargo Investments, LLCBroker
December 2005 - May 2007 · 1 yr 5 mos
Wells Fargo Investments, LLC
December 2005 - May 2007 · 1 yr 5 mos
First Command Financial Planning, INC.
September 2005 - November 2005 · 2 mos
First Command Bank
January 2005 - September 2005 · 8 mos
First Command Financial Planning, INC.Broker
August 2004 - November 2005 · 1 yr 3 mos
State Registrations19 states
ALARCACOFLIAKSKYLAMOMSNCNMOHOKTXVAWAWI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.