# Greg Newman

> Greg Newman is a fee-only financial advisor at Three Oaks Partners Investment Counsel in Clearwater, Florida, who holds the CFA credential. Greg focuses on retirement planning and tax planning. Three Oaks Partners Investment Counsel reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Three Oaks Partners Investment Counsel
- **Based in:** Clearwater, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $6.0M across 57 accounts
- **Credentials:** CFA
- **Specialties:** Retirement planning, Tax planning
- **Works with:** Retirees
- **CRD:** 2686351 (https://adviserinfo.sec.gov/individual/summary/2686351)
- **SEC registration:** Investment adviser representative in FL, MO, TX
- **Exams passed:** Series 63 (1996), Series 65 (1996)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://3oakspartners.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Greg holds no broker registration, and Three Oaks Partners Investment Counsel reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Greg charge for financial advice?

Greg's firm, Three Oaks Partners Investment Counsel, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Greg Newman based?

Greg Newman is based in Clearwater, Florida.

### What does Greg specialize in?

Greg's specialties include retirement planning and tax planning. Greg works with retirees.

### What credentials does Greg Newman hold?

Greg Newman holds the CFA credential.

### Is Greg Newman registered with the SEC?

Yes. Greg Newman is registered as an investment adviser representative in FL, MO and TX (CRD 2686351), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Three Oaks Partners Investment Counsel manage?

Three Oaks Partners Investment Counsel reports $6.0M across 57 accounts in assets under management.

### How do I contact Greg Newman?

Through Greg's website, 3oakspartners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2686351): 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.3oakspartners.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.