Newman's Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$94,053,708
Clients
182
13% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
182
Very HighAverage account size
$516,779
About
Newman’s Financial Planning works primarily with individual clients — including high‑net‑worth households — and also provides advisory services to pension and profit‑sharing plans. The firm offers tailored investment management and written financial plans, and it provides ongoing planning through a retainer-style engagement as well as consulting and education for plan sponsors and participants.
Investment implementation emphasizes passive management using index mutual funds and ETFs, with portfolios built to target an asset allocation that reflects each client’s objectives and risk tolerance. The firm also identifies cyclical analysis as its principal method of investment analysis and uses those insights to inform allocation decisions and periodic reviews.
What is distinctive about Newman’s relative to many independent advisers is its explicit pension‑plan consulting practice — including investment policy development, provider due diligence, and participant communications — a service not commonly offered by peers. The firm’s service mix, which pairs retainer-based comprehensive planning and ongoing monitoring with passive portfolio implementation guided by cyclical analysis, is an atypical combination for similarly sized independent advisors.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
College savings (529s, UTMA, etc.)
Passive / index investing
Fee options
Comprehensive Financial Planning has an upfront charge of $400; Pension Consulting may use fixed fees based on estimated hours.
$20,000 - $250,000: 0.90% $250,001 - $750,000: 0.75% $750,001 - $2,000,000: 0.60% $2,000,001 - $5,000,000: 0.50% $5,000,001+: 0.35%
Financial Planning hourly rate ranges from $50 to $150 per hour; Pension Consulting hourly charges range from $150 to $200 per hour.
Fee-only: Financial Planning hourly fee ranges from $50 to $150 per hour; Comprehensive Financial Planning upfront fee $400 plus ongoing monthly fees from $50 to $150 depending on complexity; fees may be negotiable; Planning services are free for investment management clients with total fees capped at 3%.
Main office location
Newman's Financial Planning
Queen Creek AZ, United States
Number of offices
1
Most active in
Newman's Financial Planning has reported serving >5 clients in these states in the last 12 months.
Arizona · Florida
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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