Calamita Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$132,145,841
Clients
109
Advisors
2
across 2 offices
About
Calamita Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, retirement plans and businesses. The firm also offers one-time standalone financial planning and retirement plan consulting as part of its service menu.
The advisory process is laid out as a structured sequence—establish the relationship, gather information, analyze, develop recommendations, implement, and monitor—and most client accounts are managed on a discretionary basis. Investment implementation uses a mix of qualitative and quantitative research across mutual funds, ETFs, equities and fixed income, and the firm explicitly treats cash as an asset class when constructing allocations.
Noteworthy features include a compact two-advisor team overseeing roughly $138 million for about 109 clients, with advisors holding CFP® credentials and the principal holding a CDFA® designation. The firm provides ERISA 3(21)/3(38)-style retirement plan consulting and participant education, maintains legacy client arrangements with older engagement terms, and uses client testimonials in its advertising materials, a practice that is uncommon among peers.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.25% annually (0.31% per quarter) $1,000,001 - $3,000,000: 1.00% annually (0.25% per quarter) $3,000,001 - $5,000,000: 0.80% annually (0.20% per quarter) $5,000,001 - $10,000,000: 0.70% annually (0.175% per quarter) $10,000,001+: 0.60% annually (0.15% per quarter)
Account minimum: $2,500 minimum quarterly fee ($10,000 annually) Minimum fee: $2,500 minimum quarterly fee Fee-only: One-Time, Standalone Financial Planning fees typically $5,000 to $15,000 per written plan
Main office
See office6135 Park South Drive, Suite 510
Charlotte NC 28210
Advisors at this office
1
Offices (2)
Most active in
North Carolina · Ohio · Texas
Also doing business as
Calamita Wealth Management · Calamita Wealth Management Inc · Calamita Wealth Management Inc. · Calamita Wealth Management, Inc. · Chiropractic Wealth Management · Tdc Advisors, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Todd C
CFP®, Series 63, Series 65
Charlotte, NC
Calamita Wealth Management
Todd Calamita is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Calamita Wealth Management since 2010. Based in Charlotte, NC, he holds Series 63 and Series 65 licenses. Outside of financial advising, he is an owner of a real estate holding company. Calamita Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, retirement plans, and businesses. The firm employs a structured advisory process and combines qualitative and quantitative research in its investment approach, managing client accounts primarily on a discretionary basis.
Britton W
CFP®, Series 65
Raleigh, NC
Calamita Wealth Management
Britton Williams is a CFP® and holds a Series 65 license with 15 years of experience in financial advisory. He has worked at Calamita Wealth Management since 2018, following roles at Belpointe Asset Management and Tuttle Wealth Management. Calamita Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, retirement plans, and businesses. The firm employs a structured advisory process and utilizes both qualitative and quantitative research across various asset classes, managing client accounts primarily on a discretionary basis.
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