Newage Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$14,972,128
Total clients
16
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
16
Average account size
$935,758
About
NewAge Advisors LLC is a small, independent registered investment adviser serving individual investors (including high‑net‑worth and federal employees) and business entities, managing roughly $15 million across about 16 client relationships. The firm offers portfolio management and written financial planning, plus retirement plan advice and participant account management facilitated through a third‑party platform.
The adviser creates individualized asset allocation models and primarily implements strategies with mutual funds and ETFs using its Lifestyle Select™ platform, which combines a buy‑and‑hold core with tactical rebalancing in certain market regimes. The firm provides both discretionary and non‑discretionary management, conducts quarterly reviews of participant accounts on the platform, and also recommends and monitors alternative investments such as REITs, limited partnerships and structured products when appropriate.
A noteworthy operational detail is that the firm’s sole investment professional also operates as an independent life and health insurance agent and may receive commissions for insurance sales; this potential conflict is disclosed in the brochure and the firm describes steps to mitigate it, including fiduciary obligations and client disclosure. The firm has also ceased offering third‑party investment manager selections to new clients while continuing legacy arrangements, an uncommon service posture for a solo independent adviser.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
Divorce financial planning
Fee options
Financial planning fixed fee ranges from $1,000 to $5,000 (negotiable)
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $3,000,000: 0.75% $3,000,001 - >$3,000,001: 0.65%
$295 per hour (negotiable)
Fee-only: Financial planning fixed fees range from $1,000 to $5,000 (negotiable); hourly fee is $295 (negotiable)
Main office location
Newage Advisors LLC
120 N. Washington Square, Suite 300
Lansing MI 48933, United States
Number of offices
2
Most active in
Newage Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
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.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")