Karle Simmons
Camarda Wealth Advisory Group · Fleming Island, Florida
Karle Simmons is a fee-only financial advisor at Camarda Wealth Advisory Group in Fleming Island, Florida. Karle 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 |
| SEC registration | Investment adviser representative in FL · CRD 2953520 |
| Exams passed | Series 63 (1998) · Series 65 (2025) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.wealthleader.org |
How Karle'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 Karle
Is Karle Simmons a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Karle 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 Karle charge for financial advice?
Karle's firm, Camarda Wealth Advisory Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Karle Simmons based?
Karle Simmons is based in Fleming Island, Florida.
What does Karle specialize in?
Karle's specialties include retirement planning, estate & legacy planning, tax planning and small business owners.
Is Karle Simmons registered with the SEC?
Yes. Karle Simmons is registered as an investment adviser representative in FL (CRD 2953520), 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 Karle Simmons?
Through Karle'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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