William Newman is a registered investment advisor at Newman's Financial Planning, based in Queen Creek, AZ, with 10 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 182 clients with $94M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.90% |
| $250K - $750K | 0.75% |
| $750K - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
There is no charge for investment management for clients with investment management assets under $20,000. The annual fees are negotiable.
Fee Estimator
Location
Queen Creek, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Newman's Financial Planning
State Registrations2 states
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