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John Campbell

Advisor at Namesake Group

Updated today
Namesake Group logo

Firm

Namesake Group

Location

Rochester, MI

Credentials

CFP®, Series 65

Industry experience

5 years

About

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.

Client services

Based on Namesake Group

Financial planning Portfolio management Pension consulting Asset allocation and advisory consulting

Expertise

Based on Namesake Group

Wealth management

Fee options

Percentage

$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%

Project-based

$250 per hour, negotiable depending on scope and complexity

Other

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.

Location

Rochester, MI

Most active in

Michigan

Work history

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)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Kimberly H

CFP®, CRPC®

Troy, MI

Innermost Wealth Management, LLC

I founded Innermost™ Wealth Management to create a more personal, thoughtful approach to financial planning and wealth management. My background in both finance and psychology shaped my belief that money is not just about numbers. It is deeply personal and connected to your values, goals, and life experiences. I work with professionals who want to grow and simplify their wealth, with a special focus on women navigating career growth, equity compensation, and major life transitions such as divorce. Many of my clients are balancing busy lives and complex financial decisions, and they value having a long-term financial partner who truly understands their needs. My firm is centered on ongoing wealth management through investment advisory relationships. Clients work with me for comprehensive financial planning and investment management that evolves with them over time. As a CERTIFIED FINANCIAL PLANNER® Professional, Chartered Retirement Planning Counselor℠, and Certified Divorce Financial Analyst® Candidate, I provide technical expertise and strategic guidance, while also recognizing the emotional side of financial decisions. My approach is compassionate, judgment-free, and designed to reduce stress while helping you feel more confident in your choices. I operate a fully virtual firm, working with clients across the country who appreciate flexibility and convenience. My goal is to simplify your financial life, provide clear advice, and help you align your wealth with what matters most to you. Outside of work, I enjoy traveling, photography, cooking, and spending quality time with my Beagle, Gracie.

General retirement planning General tax planning Wealth management Startup equity planning Divorce financial planning Founder/Business Owner Executive Women Professionals Life coaching / goal alignment Established Professionals Approaching retirement Dual Income Family
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