Kaufman Kampe Advisors

What Kaufman Kampe Advisors does

Kaufman Kampe Advisors was a boutique fee-only Registered Investment Advisor (RIA) founded in 2007 and headquartered in Mercer Island, Washington, in the Seattle metropolitan area. The firm was co-founded by Lori Kaufman and Valerie Kampe to deliver what it termed "Smart Investment Solutions" — financial planning, tax, retirement, insurance, portfolio, and investment management services — to individual investors. Its stated mission was to combine sophisticated planning and investment techniques with a high level of personal service, targeting pain points around accessibility of high-quality advisory guidance for retail investors.

The firm operated with 1-10 employees and was structured around the expertise of its two co-founders, with no disclosed proprietary technology, digital platform, or product distribution channels. Revenue was generated through direct fee-only advisory relationships with individual investors, with pricing not publicly disclosed. The firm was geographically concentrated in Washington state and had no global footprint.

In a subsequent strategic move, Kaufman Kampe Advisors was acquired by Pure Financial Advisors, a multi-office RIA. Following the acquisition, Kaufman Kampe Advisors ceased to operate as an independent entity, with its clients and operations absorbed into Pure Financial's Mercer Island office. As a result, the company no longer exists as a standalone operating business, and the analysis of it must be retrospective.

Name

Kaufman Kampe Advisors

Legal name

Kaufman Kampe Advisors

Website

https://kaufmankampe.com

Company type

Private

Founded year

2007

Operating status

Acquired

Headcount range

1–10 employees

Short description

Kaufman Kampe Advisors was a boutique fee-only RIA in Mercer Island, WA, co-founded in 2007 by Lori Kaufman and Valerie Kampe to provide financial planning, tax, retirement, and investment management services to individual investors. The firm was acquired by Pure Financial Advisors.

Ownership category

akta.pro rank

Headquarters

HQ city

Mercer Island

HQ country

United States

HQ region

North America

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Core offering

Kaufman Kampe Advisors delivered fee-only financial planning and investment advisory services to individual investors, including retirement planning, tax planning, estate planning, risk management/insurance advisory, and discretionary portfolio management. The firm bundled these capabilities under a "Smart Investment Solutions" offering that combined sophisticated planning techniques with high-touch personal service.

Product overview

Kaufman Kampe Advisors was a standalone Seattle-area Registered Investment Advisor (RIA) that operated as a single-product advisory firm focused on providing Smart Investment Solutions to individual investors. The firm was built around the expertise of founders Lori Kaufman and Valerie Kampe, offering sophisticated planning and investment techniques with a high level of personal service. The firm has since been acquired by Pure Financial Advisors and its operations/integrations have been incorporated into the Pure Financial platform.

Differentiator

Problem solved

Functional benefit

Products and services

• Smart Investment Solutions Fee-only advisory offering for individual investors that combines sophisticated financial planning (retirement, tax, estate, insurance/risk management) with discretionary investment management and a high level of personal service from the founding advisors.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Pure Financial AdvisorscoreStrategic or Co-development PartnerPure Financial Advisors acquired Kaufman Kampe Advisors, a Seattle-area RIA. Kaufman Kampe Advisors was founded by Lori Kaufman and Valerie Kampe with the mission of providing Smart Investment Solutions to individual investors, offering sophisticated planning and investment techniques with a high level of personal service.

Recent moves3 records

Expansion highlights1 record

Broad incumbents

• Fisher Investments: Large investment management firm primarily serving high-net-worth individual investors with portfolio management services. Comparable in serving individuals with sophisticated investment management, though much larger and more narrowly focused on investing rather than holistic financial planning.
• Edelman Financial Engines: Largest independent RIA in the U.S., providing financial planning, investment management, and retirement income solutions to individual investors and workplace plan participants. Comparable target customer and service scope but operates at national scale.
• Creative Planning: One of the largest independent fee-only RIAs in the U.S., providing financial planning, investment management, tax, and retirement services to high-net-worth individuals and families. Comparable in service breadth but at vastly greater scale and geographic reach.

Direct peers

• Mercer Advisors: National fee-only RIA offering comprehensive financial planning, investment management, tax, and estate services to individuals and families. Comparable to Kaufman Kampe in service mix and target customer (individual investors), but operating at significantly larger national scale.
• Halbert Hargrove: Fee-only RIA providing comprehensive financial planning, investment management, and tax services to individuals and families, primarily in the Pacific Northwest and West Coast. Comparable in size, fee-only model, and service breadth to the Kaufman Kampe profile pre-acquisition.
• Buckingham Strategic Wealth: Fee-only RIA specializing in evidence-based financial planning, investment management, and tax services for individual investors. Direct overlap with Kaufman Kampe's value proposition of "sophisticated planning techniques with personal service."
• Pure Financial Advisors: Fee-only RIA that acquired Kaufman Kampe Advisors. Operates multi-office wealth management and financial planning services for individual investors with overlapping methodology (academic/Nobel-laureate driven planning, retirement, tax, and portfolio services) — making it the closest comparable and the natural acquirer of the subject.

Emerging players

• Carson Group: RIA support platform that helps independent financial advisors scale with back-office, technology, and investment solutions. Comparable in serving individual investors via fee-only advisory, with a platform model that represents one of the consolidators acquiring firms like Kaufman Kampe.
• Facet Wealth: Digital-first fee-only financial planning firm targeting mass-affluent individual investors with comprehensive planning and investment management. Comparable fee-only model and individual-investor focus, but differentiated by a tech-enabled delivery model that Kaufman Kampe did not have.

Others

• Commonwealth Financial Network: Independent broker-dealer and RIA custodian supporting thousands of financial advisors with practice management and investment solutions. Comparable as part of the RIA ecosystem in which Kaufman Kampe operated, though not a direct consumer-facing competitor.

Market position

Strengths3 records

Weaknesses4 records

Competitive moat2 records

Key risks5 records

Key highlights5 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Kaufman Kampe Advisors