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KC
CFP
KC
CFP

Kevin Campbell

R.I.T. Wealth Advisors
12 Years of Experience
San Luis Obispo, CA
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Kevin Campbell is a CFP-designated registered investment advisor at R.I.T. Wealth Advisors, based in San Luis Obispo, CA, with 12 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 262 clients with $240M in assets under management.

R.I.T. Wealth Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
262 clients
Average Client Portfolio
$898K average
Assets Under Management
$235.4M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $800K1.35%
$800K - $2.0M0.75%
$2.0M - $5.0M0.65%
$5.0M - $10.0M0.55%
$10.0M - $20.0M0.45%
$20M+0.35%

A 10% discount applies to all tiers for households with more than $2,000,000 under management. Non-actively managed assets and held-away accounts are excluded from the fee calculation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1250 Peach Street, Ste. C, San Luis Obispo, CA, 93401

Get directions

History

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
November 2022
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Kevin is affiliated with insurance companies to sell non-variable life, health, annuity, and disability income insurance products, potentially earning commissions. Kevin also owns an investment property, dedicating about half of his time to it, including time during securities trading hours.

Employment History
Current Registrations
R.I.T. Wealth Advisors
September 2026 - Present · 1 mo
Mcilrath & Eck, LLC
August 2022 - Present · 4 yrs 2 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
January 2014 - June 2022 · 8 yrs 5 mos
State Registrations2 states
CATX
Advisor

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.
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