Advisor at Financial Journey LLC
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Firm
Financial Journey LLC
Location
Pensacola, FL
Credentials
CFP®, Series 66
Industry experience
21 years
Rebecca Newton is a CFP® and Series 66 credentialed advisor with 21 years of industry experience. She is the principal of Financial Journey LLC, where she has worked since 2020. Prior to that, she was with Concord Wealth Partners for three years and Financial Strategies Group for ten years. In addition to her advisory work, she is the founder of Financial Journey Courses LLC, which provides educational content, and she serves as a seasonal tax lead supporting tax preparation with Intuit Inc. Financial Journey LLC serves individual and high-net-worth clients with tailored investment management and a range of financial planning services, including project-based and ongoing comprehensive planning. The firm uses a Modern Portfolio Theory-based approach primarily implemented through passive vehicles, supplemented by fundamental, technical, and cyclical analysis, and incorporates tax-aware and goal-based portfolio reviews.
Based on Financial Journey LLC
Focused consultations fixed fee $300 - $2,500; project-based financial planning fixed fee $2,750 - $6,000
$0 - $999,999: 0.95% $1,000,000 - $2,499,999: 0.85% $2,500,000 - $4,999,999: 0.75% $5,000,000+: 0.65%
$200 per hour, negotiable
Fee-only: Fees based on asset tiers as above; ongoing comprehensive financial planning fees $500 - $1500 upfront plus $250 - $500/month or $750 - $3000/quarter or $1500 - $6000/semi-annually; fixed fees for focused consultations $300 - $2,500; project-based planning fixed fees $2,750 - $6,000; hourly financial planning $200/hour; online courses $0 - $1,000 per course.
Pensacola, FL
Alabama · Florida · Virginia
Financial Journey LLC
2020 - Present (6 years)
Concord Wealth Partners
2017 - 2020 (3 years)
Financial Strategies Group
2007 - 2017 (10 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Lawyer
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Real estate agent
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Other specialized services
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