Joshua Newell
Better Pockets Financial · Fort Collins, Colorado
Joshua Newell is a fee-only financial advisor at Better Pockets Financial in Fort Collins, Colorado. Joshua charges a percentage of assets, an ongoing planning fee, hourly fees and a one-time planning fee (ongoing planning from $1,200 a year and $250 an hour) and focuses on sustainable & impact investing and small business owners.
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Specialties
Facts
| Firm | Better Pockets Financial |
|---|---|
| Based in | Fort Collins, Colorado |
| Fee model | Percentage of assets · Ongoing planning fee · Hourly · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $1,200 a year · $250 an hour · 1% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $8.3M across 84 accounts |
| SEC registration | Investment adviser representative in CO, LA, NY, OH, TX · CRD 5440890 |
| Exams passed | Series 63 (2014) · Series 65 (2020) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.betterpocketsfinancial.com |
| Profile |
How Joshua's firm compares
- Ongoing planning starts at $1,200 a year, below the Colorado median of $6,000 for fee-only firms that publish prices.
- The hourly rate is $250, below the Colorado median of $290 for fee-only firms that publish prices.
- Better Pockets Financial's average account is about $99,000, from its Form ADV (assets managed divided by 84 accounts).
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Questions about Joshua
Is Joshua Newell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshua holds no broker registration, and Better Pockets Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joshua charge for financial advice?
Joshua charges a percentage of assets, an ongoing planning fee, hourly fees and a one-time planning fee.
How much does Joshua charge?
According to Better Pockets Financial's website, checked October 30, 2026: ongoing planning from $1,200 a year; $250 an hour; 1% a year on the first tier of assets managed.
Where is Joshua Newell based?
Joshua Newell is based in Fort Collins, Colorado.
What does Joshua specialize in?
Joshua's specialties include sustainable & impact investing and small business owners.
Is Joshua Newell registered with the SEC?
Yes. Joshua Newell is registered as an investment adviser representative in CO, LA, NY, OH and TX (CRD 5440890), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Better Pockets Financial manage?
Better Pockets Financial reports $8.3M across 84 accounts in assets under management.
How do I contact Joshua Newell?
Through Joshua's website, www.betterpocketsfinancial.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
- Better Pockets Financial 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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