Camarda Wealth offers financial planning and wealth management services to individuals and families throughout St. Petersburg and Tampa. Our commitment is to help you navigate your financial life with confidence and clarity. Whether your priorities involve investment oversight, retirement income planning, estate considerations, risk management, or addressing tax needs, our team is prepared to support your overall financial well-being.
Our staff includes Certified Financial Planner™ professionals and advisors with advanced educational credentials. We emphasize ongoing portfolio review and a holistic approach to financial wellness, which we describe as Total Wealth Care™.
Camarda Wealth’s structure is strictly fixed-fee fiduciary. Our recommendations are developed solely with your interests in mind. We do not receive commissions or any form of third-party compensation, and our fee schedule is always transparent.
Clients in St. Petersburg and Tampa can expect a thoughtful, educational experience that centers on open communication. Our Total Wealth Care™ process brings together multiple aspects of your financial life in a coordinated way. If you are seeking a financial planning relationship that is both attentive and collaborative, we invite you to learn more about our philosophy.
What to Expect from a Fiduciary Advisor in Tampa and St. Petersburg, FL
Engaging a fiduciary advisor means that your interests are always a primary consideration. Our fixed-fee structure is designed to help avoid conflicts that can sometimes arise with commission-based arrangements.
At Camarda Wealth, every dollar of compensation comes directly from clients. We do not accept outside incentives, supporting a process where guidance is tailored to your unique needs.
Residents of Tampa and St. Petersburg work with Certified Financial Planner™ professionals who adhere to rigorous ethical and fiduciary guidelines. Transparency and a client-centered approach are fundamental to our service.
Understanding Our Fee Structure
Our compensation is based on the assets we manage for you, and our fees are always clearly outlined. There are no hidden charges or unexpected costs; our pricing remains consistent and straightforward.
Clients in St. Petersburg and Tampa benefit from a fixed-fee relationship that covers a wide spectrum of ongoing financial planning services, from retirement and tax planning to estate and asset protection strategies. We do not accept commissions or incentives that could influence our advice.
Choosing a true fiduciary gives you peace of mind, knowing that your financial advisor’s advice is centered entirely on enhancing your financial well-being.
Our Approach to Fiduciary Planning in St. Petersburg/Tampa
Choosing a fiduciary can offer assurance that your financial interests are prioritized. Here are key elements of our approach for St. Petersburg and Tampa clients:
- Fixed-Fee Model: Our compensation is only from clients, which helps us provide guidance that reflects your individual goals.
- Integrated Financial Services: We offer a comprehensive array of services, including investment management, retirement planning, estate and trust coordination, asset protection, and business advisory, all with Florida residents in mind.
- Credentialed Professionals: Our team features Certified Financial Planners™ and advisors with advanced training, including leadership with doctoral-level expertise in financial and retirement planning.
- Emphasis on Clarity: We believe in open, ongoing communication so you always understand our services and fees.
- National Recognition: Camarda Wealth has appeared in independent rankings and articles from national financial publications. These recognitions were not paid endorsements and should not be interpreted as such.
Residents in St. Petersburg and Tampa who appreciate professionalism and individualized attention are invited to explore Camarda Wealth’s services.
Industry Recognition and Distinctions
Camarda Wealth has been recognized by independent industry sources and national publications for our financial advisory work. Notable acknowledgments include Forbes Media LLC and Shook Research LLC (April 3, 2024), Barron’s (March 14, 2020), and Financial Advisor Magazine (July 13, 2023), as well as appearances in outlets such as the Wall Street Journal. These recognitions are independently determined; Camarda Wealth did not pay for these rankings, and they should not be interpreted as endorsements. For more details, visit our awards and recognition page.
Financial Services Tailored for St. Petersburg and Tampa
Camarda Wealth delivers a broad selection of services to address the needs of clients in St. Petersburg and Tampa:
Investment Oversight: Certified Financial Planner™ professionals create and monitor portfolios that reflect your objectives and comfort with risk.
Retirement Income Planning: We help design strategies for retirement income, 401(k) rollovers, and pension choices, with attention to Florida’s tax environment.
Personal Financial Planning: Our advisors provide guidance on budgeting, debt management, and cash flow, all aligned with your long-term plans.
Estate and Trust Collaboration: We assist with structuring estate plans and trusts to help support your legacy and facilitate wealth transfer. Legal document drafting is handled in partnership with Board Certified tax and estate attorneys.
Asset Protection Planning: Our team offers strategies designed to help reduce exposure to potential risks, using Florida law as a framework.
Tax Planning and Preparation: In-house support is available to help manage your tax exposure.
Business Advisory: For business owners, we offer guidance on succession planning, liquidity events, and strategies to support long-term value.
Coordinated Wealth Management: In Tampa and St. Petersburg, our integrated wealth planning considers your full financial picture—helping you plan, protect, and adjust strategies as your life changes.
Our services are tailored to the unique circumstances and opportunities found in St. Petersburg and Tampa.
Request a Complimentary Discovery Call in St. Petersburg or Tampa
If you live in St. Petersburg or Tampa, you are invited to schedule a complimentary, no-pressure discovery call with a registered investment advisor representative. This meeting offers a chance to discuss your financial objectives, ask questions about our fiduciary process, and determine if our approach is a good fit for your needs.
Connect with a Certified Financial Planner™ in St. Petersburg/Tampa
Choosing Camarda Wealth means working with a team of fixed-fee fiduciaries focused on transparency and your financial interests. Our clear and consistent fee structure is designed to promote understanding and help reduce potential conflicts.
Contact us to arrange a conversation with a Certified Financial Planner™ serving St. Petersburg and Tampa, and take your next step toward financial clarity.
Nearby Areas We Serve
Sarasota | Naples | The Villages
Our Services
Financial Planning | Wealth Management | Estate Planning | Tax Reduction