# Alexander Newman

> Alexander Newman is a fee-only financial advisor at Grape in Temecula, California. Alexander focuses on retirement planning. Grape reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/alexander-newman/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Grape
- **Based in:** Temecula, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $38.6M across 318 accounts
- **Specialties:** Retirement planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 6015559 (https://adviserinfo.sec.gov/individual/summary/6015559)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (2012), Series 66 (2013)
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.investgrape.com

## Frequently asked questions

### Is Alexander Newman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Alexander holds no broker registration, and Grape reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Alexander charge for financial advice?

Alexander's firm, Grape, reports charging a percentage of assets on its SEC Form ADV.

### Where is Alexander Newman based?

Alexander Newman is based in Temecula, California.

### What does Alexander specialize in?

Alexander's specialties include retirement planning. Alexander works with retirees and pre-retirees.

### Is Alexander Newman registered with the SEC?

Yes. Alexander Newman is registered as an investment adviser representative in CA (CRD 6015559), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Grape manage?

Grape reports $38.6M across 318 accounts in assets under management.

### How do I contact Alexander Newman?

Through Alexander's website, www.investgrape.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6015559): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.investgrape.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.