Joshua Taff
New Perspectives · Ridgeland, Mississippi
Joshua Taff is a fee-only financial advisor at New Perspectives in Ridgeland, Mississippi, who holds the CFA credential. New Perspectives reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Who they serve
- Retirees
- Early-career professionals
Facts
| Firm | New Perspectives |
|---|---|
| Based in | Ridgeland, Mississippi |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $308.7M across 1,145 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in AL, MD, MS, NC · CRD 6009566 |
| Exams passed | Series 65 (2012) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.newper.com |
| Profile |
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Questions about Joshua
Is Joshua Taff a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshua holds no broker registration, and New Perspectives 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's firm, New Perspectives, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joshua Taff based?
Joshua Taff is based in Ridgeland, Mississippi.
What credentials does Joshua Taff hold?
Joshua Taff holds the CFA credential.
Is Joshua Taff registered with the SEC?
Yes. Joshua Taff is registered as an investment adviser representative in AL, MD, MS and NC (CRD 6009566), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does New Perspectives manage?
New Perspectives reports $308.7M across 1,145 accounts in assets under management.
How do I contact Joshua Taff?
Through Joshua's website, www.newper.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
- New Perspectives 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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