Todd Calamita
Calamita Wealth Management · Charlotte, North Carolina
Todd Calamita is a fee-only financial advisor at Calamita Wealth Management in Charlotte, North Carolina, who holds the CDFA and CFP credentials. Todd focuses on retirement planning, tax planning and estate & legacy planning. Calamita Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Calamita Wealth Management |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $138.2M across 391 accounts |
| Credentials | CDFA · CFP |
| SEC registration | Investment adviser representative in NC, TX · CRD 3204341 |
| Exams passed | Series 63 (1999) · Series 65 (2005) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | calamitawealth.com/planning-for-retirement |
| Profile |
How Todd's firm compares
- Calamita Wealth Management's average account is about $353,000, from its Form ADV (assets managed divided by 391 accounts).
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Questions about Todd
Is Todd Calamita a fee-only financial advisor?
Yes. Todd Calamita is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Todd's firm.
How does Todd charge for financial advice?
Todd's firm, Calamita Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Does Todd work with clients virtually?
Yes. Calamita Wealth Management says on its website that it works with clients remotely.
Where is Todd Calamita based?
Todd Calamita is based in Charlotte, North Carolina.
What does Todd specialize in?
Todd's specialties include retirement planning, tax planning and estate & legacy planning. Todd works with retirees and pre-retirees.
What credentials does Todd Calamita hold?
Todd Calamita holds the CDFA and CFP credentials.
Is Todd Calamita registered with the SEC?
Yes. Todd Calamita is registered as an investment adviser representative in NC and TX (CRD 3204341), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Calamita Wealth Management manage?
Calamita Wealth Management reports $138.2M across 391 accounts in assets under management.
How do I contact Todd Calamita?
Through Todd's website, calamitawealth.com/planning-for-retirement.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Calamita Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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