Stephanie Campos is a CFP-designated registered investment advisor at Origin Investment Advisory LLC, based in Miami, FL, with 13 years of industry experience. Stephanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 7,591 clients with $35M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Origin Investment Advisory does not charge an annual management fee based on the value of your portfolio for its automated index investing program. However, you will pay the underlying operating expenses and management fees charged by the exchange-traded funds or mutual funds held in your portfolio, along with any administrative or trading costs charged by the custodian.
Location
8950 SW 74th Court, Suite 2201 #B6, Miami, FL, 33156-3181
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Stephanie is an investment adviser representative at Campos Financial LLC since June 2019, dedicating nearly full-time hours to providing investment advice and financial planning. Stephanie is also a managing member of Campos Real Estate LLC, which buys and sells real estate properties, spending minimal time on this activity.
Employment History
Current Registrations
Origin Investment Advisory LLC
Campos Financial
Previous Registrations
Wells Fargo Advisors, LLC
Charles Schwab & CO., INC.
State Registrations4 states
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
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