Anna Wunderlich
Camarda Wealth Advisory Group · Fleming Island, Florida
Anna Wunderlich is a fee-only financial advisor at Camarda Wealth Advisory Group in Fleming Island, Florida, who holds the CFP credential. Anna focuses on retirement planning, estate & legacy planning and tax planning. Camarda Wealth Advisory Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Camarda Wealth Advisory Group |
|---|---|
| Based in | Fleming Island, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $315.4M across 928 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 7138405 |
| Exams passed | Series 66 (2019) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.wealthleader.org |
How Anna's firm compares
- Camarda Wealth Advisory Group's average account is about $340,000, from its Form ADV (assets managed divided by 928 accounts).
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Questions about Anna
Is Anna Wunderlich a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Anna holds no broker registration, and Camarda Wealth Advisory Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Anna charge for financial advice?
Anna's firm, Camarda Wealth Advisory Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Anna Wunderlich based?
Anna Wunderlich is based in Fleming Island, Florida.
What does Anna specialize in?
Anna's specialties include retirement planning, estate & legacy planning, tax planning and small business owners.
What credentials does Anna Wunderlich hold?
Anna Wunderlich holds the CFP credential.
Is Anna Wunderlich registered with the SEC?
Yes. Anna Wunderlich is registered as an investment adviser representative in FL (CRD 7138405), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Camarda Wealth Advisory Group manage?
Camarda Wealth Advisory Group reports $315.4M across 928 accounts in assets under management.
How do I contact Anna Wunderlich?
Through Anna's website, www.wealthleader.org.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Camarda Wealth Advisory Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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