Collierville, TN Office

Camarda Wealth Advisory Group provides discretionary investment management, financial planning, and retirement-plan consulting to a mix of individual clients, trusts, business entities and plan sponsors. The firm also offers standalone investment planning and consultation and can act in ERISA capacities (3(21) or 3(38)) for retirement plans.

The firm implements portfolios primarily through proprietary and sourced model portfolios that may include individual equities, fixed income, mutual funds, ETFs, options and cash, and it works with clients to select suitable strategies and impose any reasonable restrictions. Camarda documents specialized handling for legacy or non‑conforming holdings through a “Legacy Stock Watch” program, may overlay options strategies such as covered calls, and treats cash as an asset class included in assets under management.

Several operational features in the brochure distinguish the firm from many peers: it discloses use of AI tools to support research and administrative functions, maintains affiliated businesses for tax and educational services, and offers both a full‑service planning tier and a streamlined “Wealth Express” option. The brochure also highlights practical considerations for clients — including negotiable fee arrangements, inclusion of cash and non‑conforming assets in AUM calculations, and a trade‑error policy — that may affect costs and reporting.