Cambria Wealth Management
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About
Cambria Wealth Management provides fee-based discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and business entities, serving both high-net-worth and non‑HNW individual clients. The firm bills primarily on an asset‑based basis and may also refer clients to third‑party managed account programs while continuing oversight of those relationships.
The advisor follows a tactical allocation strategy using fundamental, technical and cyclical analysis and implements portfolios with a wide range of instruments, including exchange‑listed and over‑the‑counter securities, options, fixed income, mutual funds, and variable insurance products. Portfolios are managed on a discretionary basis with an emphasis on risk management techniques such as cash positioning as a potential hedge, targeted sector weightings, and opportunistic tax‑loss or gain harvesting.
Compared with many peers, CWM operates as a single‑advisor registered firm with roughly $116 million in discretionary assets across about 105 client relationships and was recently registered as an RIA after forming in 2020. The firm also offers standalone, fixed‑fee financial planning, maintains no stated account minimums, and its investment adviser representatives are licensed to sell insurance products — a dual role that can result in commission‑based insurance recommendations in addition to advisory services.
Client services
Expertise
Fee options
Fixed fee for financial planning services up to $10,000 per plan, negotiated in advance.
up to 1.50%
Main office
240 S. Pineapple Ave., Suite 204
Sarasota FL 34236
Advisors at this office
2
Most active in
Florida · Georgia · New Hampshire
Also doing business as
Cambria Wealth Management · Rees Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Roman S
Verified by Warmer
CFP®, Series 63, Series 66, Series 65
Sarasota, FL
Cambria Wealth Management
Roman Spear is a CFP® professional with four years of industry experience, currently serving as an advisor at Cambria Wealth Management. His prior roles include positions at Charles Schwab & Co., Inc., Equitable Advisors, and AXA Advisors, LLC. Cambria Wealth Management provides fee-based discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and business entities, serving both high-net-worth and non-HNW clients. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis, managing portfolios on a discretionary basis with an emphasis on risk management and opportunistic tax strategies.
Justin R
CFP®, Series 63, Series 66
Sarasota, FL
Cambria Wealth Management
Justin Rees is a CFP® with 18 years of industry experience, currently serving as an advisor at Cambria Wealth Management. He previously worked at Robert Baird & Co. and Avantax Advisory Services among other firms. He serves as a trustee for a family trust, managing distributions in accordance with the trust terms. Cambria Wealth Management provides fee-based discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and business entities, serving both high-net-worth and non-HNW clients. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis, managing portfolios on a discretionary basis with an emphasis on risk management and opportunistic tax harvesting.
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