Roman Spear
Cambria Wealth Management · Sarasota, Florida
Roman Spear is a fee-only financial advisor at Cambria Wealth Management in Sarasota, Florida, who holds the CFP credential. Cambria Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Cambria Wealth Management |
|---|---|
| Based in | Sarasota, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $115.7M across 315 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 6983672 |
| Exams passed | Series 63 (2025) · Series 65 (2024) · Series 66 (2018) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.cambriawealth.com |
| Profile |
How Roman's firm compares
- Cambria Wealth Management's average account is about $367,000, from its Form ADV (assets managed divided by 315 accounts).
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Questions about Roman
Is Roman Spear a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Roman holds no broker registration, and Cambria Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Roman charge for financial advice?
Roman's firm, Cambria Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Roman Spear based?
Roman Spear is based in Sarasota, Florida.
What credentials does Roman Spear hold?
Roman Spear holds the CFP credential.
Is Roman Spear registered with the SEC?
Yes. Roman Spear is registered as an investment adviser representative in FL (CRD 6983672), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cambria Wealth Management manage?
Cambria Wealth Management reports $115.7M across 315 accounts in assets under management.
How do I contact Roman Spear?
Through Roman's website, www.cambriawealth.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
- 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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