Newfront Retirement Services, Inc.

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Total assets under management

$649,333,744

Total clients

375

0% high-net worth

Total advisors

of 30 employees

Firm size

Multi Team

Average clients per advisor

Average account size

$1,731,557

Client services

Pension consulting

Fee options

Fixed

Up to $300,000 per year for fixed fees; plan onboarding fee up to $50,000; flat fees for consulting services

Project-based

Up to $500 per hour

Disclosures

Business activities & affiliations

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.

Main office location

Newfront Retirement Services, Inc.

777 Mariners Island Blvd, Suite 250

San Mateo CA 94404, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Instagram Website 415-754-3635

Advisors at this firm

Clay S

Series 63, Series 65

Oakland, CA

Newfront Retirement Services, Inc.

Jennifer L

Series 65

Roseville, CA

Newfront Retirement Services, Inc.

Curtis F

Series 65

Rancho Cordova, CA

Newfront Retirement Services, Inc.

Matthew V

Series 63, Series 65

South Jordan, UT

Newfront Retirement Services, Inc.

Dean B

Series 63, Series 65

El Dorado Hills, CA

Newfront Retirement Services, Inc.

Jacob D

Series 63, Series 66

San Marcos, CA

Newfront Retirement Services, Inc.

Justin M

Series 63, Series 65

Berkeley, CA

Newfront Retirement Services, Inc.

Abiy F

CFP®, Series 63, Series 66

Pinole, CA

Newfront Retirement Services, Inc.

Sarah S

Series 63, Series 65

San Francisco, CA

Newfront Retirement Services, Inc.

Brandon B

Series 63, Series 65

San Mateo, CA

Newfront Retirement Services, Inc.

Christopher C

CFP®, Series 63, Series 65

Piedmont, CA

Newfront Retirement Services, Inc.

Ali A

Series 66

New York, NY

Newfront Retirement Services, Inc.

Byron P

Series 63, Series 65

Oakland, CA

Newfront Retirement Services, Inc.

Ryan S

Series 63, Series 65

Reno, NV

Newfront Retirement Services, Inc.

Marcos P

Series 63, Series 65

El Dorado Hill, CA

Newfront Retirement Services, Inc.

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