# Christopher Helwig

> Christopher Helwig is a fee-only financial advisor at Newport Wealth Management in Middletown, New Jersey, who holds the CFP credential. Newport Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/christopher-helwig/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Newport Wealth Management
- **Based in:** Middletown, New Jersey
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $9.8M across 42 accounts
- **Credentials:** CFP
- **CRD:** 5129193 (https://adviserinfo.sec.gov/individual/summary/5129193)
- **SEC registration:** Investment adviser representative in NJ
- **Exams passed:** Series 66 (2006)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.newportwealthmanagement.com

## Frequently asked questions

### Is Christopher Helwig a fee-only financial advisor?

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

### How does Christopher charge for financial advice?

Christopher's firm, Newport Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Christopher Helwig based?

Christopher Helwig is based in Middletown, New Jersey.

### What credentials does Christopher Helwig hold?

Christopher Helwig holds the CFP credential.

### Is Christopher Helwig registered with the SEC?

Yes. Christopher Helwig is registered as an investment adviser representative in NJ (CRD 5129193), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Newport Wealth Management manage?

Newport Wealth Management reports $9.8M across 42 accounts in assets under management.

### How do I contact Christopher Helwig?

Through Christopher's website, www.newportwealthmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5129193): 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

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