Alexander Newman
Grape · Temecula, California
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Grape |
|---|---|
| Based in | Temecula, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $38.6M across 318 accounts |
| SEC registration | Investment adviser representative in CA · CRD 6015559 |
| Exams passed | Series 63 (2012) · Series 66 (2013) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.investgrape.com |
| Profile |
How Alexander's firm compares
- Grape's average account is about $122,000, from its Form ADV (assets managed divided by 318 accounts).
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Questions about Alexander
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Grape website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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