Natalia Ivanova
NewGen Wealth Creation · Rincon, Puerto Rico
Natalia Ivanova is a fee-only financial advisor at NewGen Wealth Creation in Rincon, Puerto Rico. Natalia charges a percentage of assets (1% a year on the first tier of assets managed) and focuses on tax planning, retirement planning and crypto & digital assets.
Request an introduction to Natalia →
Specialties
Who they serve
- High earners
- Founders
Facts
| Firm | NewGen Wealth Creation |
|---|---|
| Based in | Rincon, Puerto Rico |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $6.1M across 19 accounts |
| SEC registration | Investment adviser representative in PR, TX · CRD 6549353 |
| Exams passed | Series 66 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.nwcwealth.com |
| Profile |
Request an introduction to Natalia
Tell Natalia a little about what you're looking for. Natalia isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Natalia
Is Natalia Ivanova a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Natalia holds no broker registration, and NewGen Wealth Creation reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Natalia charge for financial advice?
Natalia charges a percentage of assets.
How much does Natalia charge?
According to NewGen Wealth Creation's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Does Natalia work with clients virtually?
Yes. NewGen Wealth Creation says on its website that it works with clients remotely.
Where is Natalia Ivanova based?
Natalia Ivanova is based in Rincon, Puerto Rico.
What does Natalia specialize in?
Natalia's specialties include tax planning, retirement planning, crypto & digital assets and equity compensation. Natalia works with high earners and founders.
Is Natalia Ivanova registered with the SEC?
Yes. Natalia Ivanova is registered as an investment adviser representative in PR and TX (CRD 6549353), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does NewGen Wealth Creation manage?
NewGen Wealth Creation reports $6.1M across 19 accounts in assets under management.
How do I contact Natalia Ivanova?
Through Natalia's website, www.nwcwealth.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
- NewGen Wealth Creation 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.
See something wrong? Request a correction. Read our methodology.