Monty McCurley
Camarda Wealth Advisory Group · Collierville, Tennessee
Monty McCurley is a fee-only financial advisor at Camarda Wealth Advisory Group in Collierville, Tennessee. Monty 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 | Collierville, Tennessee |
| 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, TN · CRD 5738036 |
| Exams passed | Series 63 (2010) · Series 66 (2014) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.wealthleader.org |
How Monty'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 Monty
Is Monty McCurley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Monty 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 Monty charge for financial advice?
Monty's firm, Camarda Wealth Advisory Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Monty McCurley based?
Monty McCurley is based in Collierville, Tennessee.
What does Monty specialize in?
Monty's specialties include retirement planning, estate & legacy planning, tax planning and small business owners.
Is Monty McCurley registered with the SEC?
Yes. Monty McCurley is registered as an investment adviser representative in FL and TN (CRD 5738036), 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 Monty McCurley?
Through Monty'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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