Newman's Financial Planning
Newman's Financial Planning (CRD# 282548) is a financial advisory firm headquartered in , . They manage $58,000,000 in 318 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management58MILLION
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Total Number of Accounts318ACCOUNTS
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Average Account Value$182,390
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, FL
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.