Cambria Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Cambria Wealth Management serves individuals, trusts, estates, charitable organizations and business entities, providing fee-based investment advisory services and financial planning. The firm offers custom, discretionary portfolio management alongside tailored financial planning that can address retirement, tax optimization, cash flow, estate planning and asset protection.
The firm follows a tactical allocation strategy intended to reduce risk and seek improved performance, drawing on fundamental, technical and cyclical analysis. Portfolios may be implemented across a wide range of instruments — including listed equities, mutual funds, fixed income, options, short sales and margin transactions — and are monitored continuously with at least annual client reviews.
Distinctive features include a compact advisory team managing roughly $116 million for about 105 clients while operating as an SEC-registered adviser, and an emphasis on in-house, active management rather than outsourced third‑party managers (the brochure notes the firm removed the option to delegate management). The firm also offers fixed-fee planning engagements, notes that its investment adviser representatives hold insurance licenses (currently without commission-based compensation), and leverages institutional custody and support from a major custodian.
Client services
Expertise
Fee options
Fixed fees up to $10,000 for comprehensive financial planning services, negotiated in advance.
Up to 1.50% depending on type, complexity, and account size; negotiable at sole discretion of firm
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 65
Sarasota, FL
Cambria Wealth Management
Roman Spear is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Cambria Wealth Management in Sarasota, FL. His work history includes roles at Charles Schwab & Co., Pensionmark Financial Group, and Equitable Advisors. 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 and manages portfolios on a discretionary basis with a focus on risk management.
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 since 2023. His prior roles include positions at Avantax Insurance Agency, Avantax Advisory Services, Avantax Investment Services, Aksala Wealth Advisors, and Robert Baird & Co. He is also a trustee for a family trust, managing distributions according to the trust terms. Cambria Wealth Management provides fee-based investment advisory services and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis, managing portfolios actively with a small advisory team and focusing on in-house management rather than third-party delegation.
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