Justin Thomas Reese
Advisor at New Edge Wealth — Manhattan Beach, CA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 66
Experience Industry experience
20 years
Location
Manhattan Beach, CA 90266
New Edge Wealth
Multi-team
Justin Reese is a CFP® with 19 years of industry experience, currently serving as a financial advisor at NewEdge Wealth since 2022. Prior to joining NewEdge, he spent ten years at UBS Financial Services. Outside of his advisory role, he is a passive owner and financial backer of a boutique training studio and a silent partner providing seed capital for a kitchen cabinet design company. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs a multi-asset investment approach that includes model strategies, separately managed accounts, and alternative investments.
Based on New Edge Wealth
Based on New Edge Wealth
Fixed fees for financial planning generally range from $2,500 to $50,000 depending on scope and complexity.
Negotiated tiered rates based on asset levels; no specific tier breakpoints clearly stated.
Commissions are charged separately in brokerage services offered by affiliated broker-dealer NewEdge Securities, Inc.; representatives may receive commissions and trail fees.
Performance-based fees accepted in limited circumstances, generally for private funds and qualified clients; fees are negotiated.
Minimum fee: Minimum annual fees may apply as outlined in client’s Service Summary, specific amount not clearly stated.
Manhattan Beach, CA
3071 Highland Ave, Suite 302
Manhattan Beach CA 90266
Advisors at this office
2
California · Texas
20 years of industry experience
NewEdge Wealth
2022 - Present • 4 years
Stamford, CT
NewEdge Securities, Inc
2022 - Present • 4 years
Pittsburgh, PA
UBS Financial Services
2012 - 2022 • 10 years
Beverly Hills, CA
Merrill
2009 - 2012 • 3 years
Santa Monica, CA
Banc Of America Investment Services, Inc.
2008 - 2009 • 1 year
CA
Ameriprise
2006 - 2008 • 2 years
CA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)