Matthew Newman
High Probability Advisors · Pittsford, New York
Matthew Newman is a fee-only financial advisor at High Probability Advisors in Pittsford, New York, who holds the CFP credential. Matthew focuses on estate & legacy planning, tax planning and sustainable & impact investing. High Probability Advisors reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Executives
- High earners
- Founders
Facts
| Firm | High Probability Advisors |
|---|---|
| Based in | Pittsford, New York |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.05B across 860 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MI, NY · CRD 5675903 |
| Exams passed | Series 63 (2015) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.highprobabilityadvisors.com |
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Questions about Matthew
Is Matthew Newman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and High Probability Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Matthew charge for financial advice?
Matthew's firm, High Probability Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Matthew Newman based?
Matthew Newman is based in Pittsford, New York.
What does Matthew specialize in?
Matthew's specialties include estate & legacy planning, tax planning and sustainable & impact investing. Matthew works with executives, high earners and founders.
What credentials does Matthew Newman hold?
Matthew Newman holds the CFP credential.
Is Matthew Newman registered with the SEC?
Yes. Matthew Newman is registered as an investment adviser representative in MI and NY (CRD 5675903), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does High Probability Advisors manage?
High Probability Advisors reports $1.05B across 860 accounts in assets under management.
How do I contact Matthew Newman?
Through Matthew's website, www.highprobabilityadvisors.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
- High Probability Advisors 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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