Christopher Helwig
Newport Wealth Management · Middletown, New Jersey
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.
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Facts
| Firm | Newport Wealth Management |
|---|---|
| Based in | Middletown, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $9.8M across 42 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ · CRD 5129193 |
| Exams passed | Series 66 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.newportwealthmanagement.com |
| Profile |
How Christopher's firm compares
- Newport Wealth Management's average account is about $234,000, from its Form ADV (assets managed divided by 42 accounts).
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Questions about Christopher
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New Jersey
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
- 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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