Paladin Research Report For:
Camarda Wealth Advisory Group
About Camarda Wealth Advisory Group
Camarda Wealth is a strictly fee-only fiduciary investment and wealth management firm. We do not accept commissions for any services, ensuring our sole commitment is to our clients' best interests. We call this Wealth Done Right® - and we believe in it so deeply, we trademarked it.
Key Highlights:
1. Real Fiduciary: Legally bound to put your interests first. We accept no compensation besides fully disclosed fees.
2. Credentialed & Experienced Advisory Team: Includes PhDs, CFA®, and IRS-admitted tax professionals
3. Total Wealth Care: Fully integrated wealth management services include:
4. Proactive Portfolio Management: We don't just "buy and hold" - We actively monitor markets and adjust when needed aiming to grow AND protect wealth, especially critical near or during retirement.
5. Consistent National Recognition: Repeatedly featured in top financial outlets like The Wall Street Journal, Barron's, Forbes, and Bloomberg - without paying for placement.
Based in North Florida and nationally serving successful families, individuals, and business owners since 1993, Camarda Wealth could be your all-in-one solution for advanced wealth management. We're dedicated to delivering intelligent, ethical, and comprehensive financial care - done right.
See DisclosuresGeneral Information
Firm Start Year
- 1993
No. of Employees
- 20-49
automated call
- Yes
CRD#
- 1321857
Firm CRD#
- 113784
Insurance License#
- A038669 - Florida Fiduciary/No Commissions Licence
Name of Custodial Firm
- Schwab
States Licensed in
- National
Years of Experience in Financial Services
- 40
Number of Years with Current Firm
- 32
Work Experience
- Jeff began his financial career in 1984 as a successful stockbroker in New York and has maintained a spotless compliance record ever since - with no client complaints. His personal journey from modest beginnings to building wealth from scratch shapes his approach to guiding others. This mission led him to pioneer Camarda Wealth Advisory Group in 1993 as fee-only fiduciaries.
Education & Credentials:
- PhD and Master's in Financial Planning
- Master's in Tax Law from Georgetown Law, plus Estate Planning Certification
- Completed the CFA®, CFP®, ChFC®, CLU®, CFS®, and BCM" programs
- Admitted IRS Practitioner (EA) with unlimited representation rights and attorney-client privilege in tax matters =¼
Career Highlights:
- Over 40 years of experience in investment management, financial planning, and tax strategy
- Built proprietary systems and leads a hand-trained advisory team
- Nationally recognized expert in advisor education and financial ethics
- Zero client complaints throughout his entire professional history
Work with the following types of clients
- Businesses, Non-Profit Organizations, Individual Investors
Advisory Services Provided
- Investment Advice & Management, Financial Advice & Consulting, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Legal Advice and Services, Education Funding and Planning
Compliance
Registered Investment Advisor
- Yes
Investment Advisor Representative
- Yes
Acknowledged fiduciary
- Yes
Compliance Disclosures in Last 5 years
- I have a clean record
Criminal Disclosures in Last 5 years
- I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
- CFA®, EA
Securities Licenses
- Series 65
Firm Information
Firm's Number of Clients
- about 500
Firm's Number of Planning Clients
- about 500
Firm's Number of Managed Clients
- about 500
Assets Managed by Firm
- $350,000,000
Advisor's Number of Clients
- about 500
Assets Managed by Advisor
- $340,000,000
Compensation and Fees
Fee Structure
- Fee-Only
Minimum Portfolio Size for New Managed Accounts
- Typical accounts $1M+
Compensation Methods
- Based on Assets
Fee % Based on Assets
- ~1.5%
Additional Details on Charges
- Fee percentage varies based on relationship size. 1.5% applies to accounts between 1-10M. Typical new accounts are $1M+. Lower fees are applicable to clients who do not wish Full Service Financial Planning. Please see ADV and CRS documents for extensive detail.
Education
Master of Science Financial Planning - Financial Planning
American College of Financial Services
2013 -2014
PhD Financial & Retirment Planning - Financial & Retirment Planning
American College of Financial Services
2014 -10/02/2030
Master of Tax Law - Tax Law
Georgetown University Law School
2021 -2023
Law School Certified In Estate Planning - Estate Planning & Estate Tax
Georgetown University Law School
2021 -2023
Disclosures
PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1891935/paladinregistry-Camarda-Wealth-Advisory-Group-detailed-disclosure.html
Disclaimer
Please see https://camarda.com/important-disclosure/
Paladin Advisors