Advisor at Cambria Wealth Management
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.
Firm
Cambria Wealth Management
Location
Sarasota, FL 34236
Credentials
CFP®, Series 63, Series 66
Industry experience
17 years
Justin Rees is a CFP® professional with 17 years of industry experience, currently serving as the sole advisor at Cambria Wealth Management since 2023. His prior experience includes roles at Robert W. Baird & Co. Incorporated and Avantax-related firms. He also serves as a trustee managing distributions for a family trust. Cambria Wealth Management provides fee-based, discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach that integrates fundamental, technical, and cyclical analysis to build customized portfolios with an emphasis on risk mitigation and opportunistic reallocations.
Based on Cambria Wealth Management
Based on Cambria Wealth Management
Fixed fee for financial planning services up to $10,000 per plan, negotiated in advance.
up to 1.50%
240 S. Pineapple Ave., Suite 204
Sarasota, FL 34236
Florida
Cambria Wealth Management
2023 - Present (3 years)
Avantax Insurance Agency, LLC
2020 - 2025 (5 years)
Avantax Advisory Services
2020 - 2025 (5 years)
Avantax Investment Services Inc.
2020 - 2025 (5 years)
Aksala Wealth Advisors LLC
2020 - 2023 (3 years)
Rees Enterprises, LLC
2014 - 2016 (2 years)
Robert Baird & Co.
2012 - 2020 (8 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
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.
Series 63, Series 65
Sarasota, FL
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Series 66
Sarasota, FL
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Series 63, Series 65
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Series 63, Series 65
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Charitable Foundation Services LLC
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