# Michael Newman

> Michael Newman is a fee-only financial advisor at Ellis Investment Partners in Berwyn, Pennsylvania, who holds the ChFC credential. Ellis Investment Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/michael-newman/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Ellis Investment Partners
- **Based in:** Berwyn, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $986.8M across 792 accounts
- **Credentials:** ChFC
- **CRD:** 2145294 (https://adviserinfo.sec.gov/individual/summary/2145294)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 63 (1991)
- **Firm size:** 23 employees
- **Disclosures:** None reported
- **Website:** http://www.ellisinvestmentpartners.com

## Frequently asked questions

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

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

### How does Michael charge for financial advice?

Michael's firm, Ellis Investment Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Michael Newman based?

Michael Newman is based in Berwyn, Pennsylvania.

### What credentials does Michael Newman hold?

Michael Newman holds the ChFC credential.

### Is Michael Newman registered with the SEC?

Yes. Michael Newman is registered as an investment adviser representative in PA (CRD 2145294), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Ellis Investment Partners manage?

Ellis Investment Partners reports $986.8M across 792 accounts in assets under management.

### How do I contact Michael Newman?

Through Michael's website, www.ellisinvestmentpartners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2145294): 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

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.