Justin Read
PracticeCFO · San Diego, California
Justin Read is a fee-only financial advisor at PracticeCFO in San Diego, California. Justin focuses on physicians & residents, small business owners and tax planning. PracticeCFO reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Physicians
Facts
| Firm | PracticeCFO |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $401.6M across 1,078 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7296322 |
| Exams passed | Series 65 (2020) |
| Firm size | 32 employees |
| Disclosures | None reported |
| Website | www.practicecfo.com |
Request an introduction to Justin
Tell Justin a little about what you're looking for. Justin isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Justin
Is Justin Read a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Justin holds no broker registration, and PracticeCFO reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Justin charge for financial advice?
Justin's firm, PracticeCFO, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Justin Read based?
Justin Read is based in San Diego, California.
What does Justin specialize in?
Justin's specialties include physicians & residents, small business owners, tax planning and retirement planning. Justin works with physicians.
Is Justin Read registered with the SEC?
Yes. Justin Read is registered as an investment adviser representative in CA (CRD 7296322), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does PracticeCFO manage?
PracticeCFO reports $401.6M across 1,078 accounts in assets under management.
How do I contact Justin Read?
Through Justin's website, www.practicecfo.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- PracticeCFO website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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