Stephanie Campos is a CFP-designated registered investment advisor at Origin Investment Advisory LLC, based in Miami, FL, with 15 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 1,776 clients with $2.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Origin Investment Advisory does not charge a management fee based on the value of your account for Automated Index Investing (AII) programs. However, the mutual funds and ETFs within the portfolios may have their own fees, such as sales loads, management fees, and operating expenses. Administrative and trading costs may also be imposed by DriveWealth, the firm's broker-dealer.
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.
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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
Nylife Securities LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Fidelity Brokerage Services LLCBroker
Fidelity Brokerage Services LLCBroker
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.