CRD: 282548
Newman's Financial Planning
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- Custodian
- Fidelity/NFS · Vanguard · Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-09-2016
- Office Locations
- 1
Office Locations
About Newman's Financial Planning
Newman's Financial Planning is a fee-only, fiduciary RIA led by Will Newman providing transparent, low-cost financial planning and investment management, including retirement and strategic wealth planning, for individuals and families across life stages. The firm builds goal- and risk-based, low-cost portfolios and emphasizes client-directed communication. Unique detail: vetted as a Dave Ramsey SmartVestor Pro and does not accept commissions.
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Owner & Executives
WILLIAM BARNETT NEWMAN
Chief Compliance Officer, Investment Manager, President, Principal Owner
- CRD
- #5730023
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $94,053,708 | -- |
| Non-Discretionary | $0 | -- |
| Total | $94,053,708 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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