Newcorp Wealth Management

Updated today

Find your advisor

Client assets under management

$140,839,566

Clients

190

23% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$741,261

About

NewCorp Wealth Management provides investment advisory and financial planning services to individuals — including high‑net‑worth clients — corporations, and sponsor-level clients for employer‑sponsored retirement plans. The firm offers both discretionary and non‑discretionary managed accounts, ongoing portfolio management, and retirement plan consulting, and generally charges asset‑based advisory fees.

Investment advice is tailored to each client’s objectives, time horizon, and risk tolerance and may incorporate asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term purchase strategies. Accounts are reviewed at least quarterly and the firm can act in either a non‑discretionary advisory capacity or as an ERISA fiduciary (including §3(38) discretionary roles) for retirement plans depending on the engagement.

Noteworthy distinctions include that some of the firm’s representatives are licensed insurance agents who may recommend insurance products and receive commissions in addition to advisory fees, a disclosed conflict of interest. The firm operates with a small advisory team managing roughly $177 million, recommends a primary custodian that provides technology and practice‑management benefits, and discloses limited custody arrangements such as the use of standing letters of authorization.

Client services

Financial planning Portfolio management

Expertise

Annuities Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner

Fee options

Fixed

Financial planning fixed fees range from $1,000 to $7,500 per project

Percentage

$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.15% $1,000,001+: 1.05%

Main office location

Newcorp Wealth Management

11720 Amberpark Drive, Suite 170

Alpharetta GA 30009, United States

Number of offices

Most active in

Florida · Georgia · Texas

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.

Forms ADV

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

Quick links

Website 404-996-6893

Advisors at this firm

Lance N

CFP®, Series 63, Series 65

Alpharetta, GA

Newcorp Wealth Management

Lance Newsome is a Certified Financial Planner® with 26 years of industry experience. He has worked at Newcorp Wealth Management since 2018 and previously held roles at Maryland Financial Group, Inc. and LPL Financial LLC. In addition to his advisory work, he has engaged in independent insurance sales focusing on non-variable insurance products. Newcorp Wealth Management provides investment advisory and financial planning services to individuals, corporations, and sponsor-level clients for employer-sponsored retirement plans. The firm offers tailored investment advice, ongoing portfolio management, and retirement plan consulting with both discretionary and non-discretionary account options.

Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner

John N

Series 63, Series 66

Alpharetta, GA

Newcorp Wealth Management

John Newsome is a financial advisor at NewCorp Wealth Management with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Purshe Kaplan Sterling Investments, NewCorp Financial Services, Maryland Financial Group, and LPL Financial. NewCorp Wealth Management provides investment advisory and financial planning services to individuals, corporations, and sponsor-level clients for employer-sponsored retirement plans. The firm offers tailored investment advice through discretionary and non-discretionary managed accounts, ongoing portfolio management, and retirement plan consulting.

Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

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

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support