Cambria Wealth Management

What Cambria Wealth Management does

Cambria Wealth Management is a privately held, fee-based fiduciary wealth management firm headquartered at 240 South Pineapple Avenue, Suite 204, Sarasota, Florida, founded by Justin Rees. The firm offers comprehensive financial planning, custom investment strategy, retirement planning, tax planning strategies, estate planning, and insurance planning services to individuals and families at various stages of the retirement journey. Service delivery is built around a five-step process (Discovery, Plan Design, Collaboration and Approval, Implementation, Monitoring and Adjustment) and is supported by an extensive resource center of articles, videos, calculators, eBooks, and a glossary, plus a client login portal for ongoing account access.

The business is operated by a five-person team led by Justin Rees (President and Senior Wealth Advisor, CFP) and Roman Spear (Operations Manager and Wealth Advisor, CFP, CLU), with three additional client-service and associate roles (Kayley Burnett, Justine Pollack, Carter Kegle). The firm markets itself at costs below the industry average per the 2021 AdvisoryHQ Study, and go-to-market is consultative and relationship-led: prospective clients schedule introductory meetings via Calendly or by phone, and advisor credentials are verified through FINRA's BrokerCheck.

Cambria is independently owned by its founder, with no parent company, subsidiaries, or external institutional investors disclosed. There are no funding events, acquisitions, or partnerships in the record. Technology is standard for the segment (built on the FMG Suite platform) with no proprietary AI, API, or integrations disclosed; the firm's so-called proprietary investment research and management process is described qualitatively but not technically specified. Geographic reach is limited to a single Sarasota office serving primarily a local Florida clientele, though CCPA compliance suggests preparation for out-of-state digital engagement. Revenue, AUM, client count, and founding year are not publicly disclosed.

Name

Cambria Wealth Management

Legal name

Cambria Wealth Management

Website

https://cambriawealth.com

Company type

Private

Founded year

2023

Operating status

Operating

Headcount range

1–10 employees

Short description

Cambria Wealth Management is a Sarasota, Florida-based fiduciary wealth management firm offering comprehensive financial planning, custom investment strategy, and retirement, tax, and estate planning to individuals and families preparing for or in retirement, delivered by a five-person team led by founder Justin Rees.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Comprehensive Financial Planning (FSAEAAAA), Estate Planning & Trust Structuring Advisory (FSAEAKAC), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

Keywords

• Wealth management services
• Financial planning
• Retirement planning
• Investment advisory
• Estate planning

Headquarters

HQ city

Sarasota

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Wealth Management Advisory Services: Fee-based financial advisory services providing comprehensive financial planning and custom investment strategy. The firm operates as a fiduciary, integrating tax and estate planning strategies with proprietary investment research and management processes.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Cambria Wealth Management delivers fee-based, fiduciary wealth advisory and comprehensive financial planning for individuals and families. Its core offering integrates custom investment strategy, retirement planning, tax planning, estate planning, and insurance planning into a single holistic plan designed around each client's goals, delivered directly by the firm's advisory team from its Sarasota, Florida office.

Product overview

Cambria Wealth Management is a wealth management firm offering a comprehensive suite of financial planning services built around individual client goals. The core offering combines Custom Investment Strategy (using proprietary investment research and management) with comprehensive financial planning that integrates Retirement Planning, Estate Planning, and Tax Planning Strategies. The firm also provides a Resource Center with educational content, calculators, and tools, along with insurance services. All services are delivered with a fiduciary commitment at costs below industry average.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management & Financial Planning

Quantifiable outcome

• Services delivered at below industry-average cost per 2021 AdvisoryHQ Study

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves1 record

Expansion highlights4 records

Broad incumbents

• Edelman Financial Engines: One of the largest independent RIAs in the U.S., offering comprehensive financial planning and investment management to individuals — a scaled incumbent competing for the same retirement-planning client.
• Edward Jones: National wealth-management franchise with a strong local-branch model serving individuals and families with retirement and investment planning — comparable local-presence, advisory approach.
• Fisher Investments: Large established investment advisor focused on high-net-worth individuals and retirement portfolios — broader-scale incumbent operating in an overlapping retirement-planning category.
• Carson Group: RIA support and growth platform serving independent advisors with planning, tax, and coaching resources — broader industry incumbent whose partner firms compete for the same end clients.

Direct peers

• Schwab Personal Advisor Services: Charles Schwab's advisory service delivering personalized investment planning with CFP® professionals — a direct competitor for fee-based, retirement-focused clients.
• Creative Planning: Large independent RIA offering comprehensive financial planning, investment management, tax, and estate planning to individuals and families — closely mirrors Cambria's holistic service model and fiduciary positioning.
• Mariner Wealth Advisors: Independent RIA providing comprehensive financial planning, investment advisory, tax, and estate services to individuals and families — directly comparable holistic offering.
• Vanguard Personal Advisor Services: Vanguard's hybrid robo-plus-advisor service offering ongoing financial planning and portfolio management — a direct competitor at the lower-fee end of the advisory market.

Emerging players

• Facet Wealth: Tech-enabled flat-fee RIA delivering comprehensive financial planning virtually — competes for the same fee-conscious retirement-planning client with a more scalable delivery model.
• XY Planning Network: Network of fee-only financial advisors serving mass-affluent and younger clients with comprehensive planning — comparable target client and fee-only fiduciary positioning.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/cambriawealth

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Cambria Wealth Management