Newman's Financial Planning

Newman's Financial Planning (CRD# 282548) is a financial advisory firm headquartered in , . They manage $43,000,000 in 264 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    43
    MILLION
  • Total Number of Accounts
    264
    ACCOUNTS
  • Average Account Value
    $162,879
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, FL

Financial Advisors at Newman's Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
William B. Newman
CRD#: 5730023
Queen Creek, AZ

William Newman (CRD# 5730023) is an Investment Advisor Representative working at Newman's Financial Planning in Queen Creek, AZ and has 7 years of experience in the finance industry.

 

We are dedicated to providing investment management and strategic wealth planning to all of our clients. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results.

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