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Thomas Razzano
Camarda Wealth Advisory Group
16 Years of Experience
2 Disclosures
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Tax Planning
Estate Planning
Financial Planning & Coaching
Insurance Planning
Business Owners
Camarda Wealth Advisory Group
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
10 advisors
Number of Clients
343 clients
Average Client Portfolio
$948K average
Assets Under Management
$325.3M
Fee Structure
Financial Planning:
Included in AUM fee
Investment Management
Planning
AUM-Based Fees (Tiered)
Assets Under Management
Annual Fee
Up to $500K
2.50%
$500K - $1.0M
2.00%
$1.0M - $10.0M
1.50%
$10M+
1.00%
Fee Estimator
Your Portfolio Value
$500K
$0
$500K
$1M
$5M
$20M
Estimated Annual Fee
—
Minimum Annual Fee:
$1,000
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Location
4371 Hwy 17 #201, Fleming Island, FL, 32003
Get directions
History
Regulatory History (2)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
.
Financial
April 2016
Final
Financial
March 2016
Pending
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Camarda Wealth Advisory Group
February 2015 - Present · 11 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2014 - August 2014 · 7 mos
Charles Schwab & CO., INC.
August 2004 - April 2009 · 4 yrs 8 mos
State Registrations
1 state
FL
Advisor
Exams
No exam information available for this advisor.