John Campbell
Advisor at Namesake Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Namesake Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
John Campbell is a CFP® professional with five years of experience in the financial advisory industry. He is the sole advisor at Namesake Group, an independent registered investment adviser, and has prior experience at Diversified Portfolios, Inc., Equity Experts, and Plante Moran Financial Advisors. Outside of his advisory work, he is involved with Oak Street Design LLC, a residential design firm where he manages bookkeeping, client relations, and business development. Namesake Group provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, businesses, and institutional clients. The firm employs model portfolios combined with fundamental analysis and modern portfolio theory, focusing on ETFs and mutual funds, and offers pension consulting and participant education services.
Based on Namesake Group
$0 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.80% $5,000,001 - $15,000,000: 0.60% $15,000,001 - $25,000,000: 0.40% $25,000,001+: 0.30%
$250 per hour, negotiable depending on scope and complexity
Account minimum: No minimum stated; firm generally does not require a minimum dollar amount to open and maintain an advisory account but may terminate accounts deemed too small to manage effectively.
Rochester, MI
Michigan
Namesake Group LLC
2023 - Present (3 years)
Diversified Portfolios, Inc.
2020 - 2022 (2 years)
Equity Experts
2017 - 2020 (3 years)
Oak Street Design LLC
2017 - Present (9 years)
Plante Moran Financial Advisors
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")