# R. Shea Newton

> R. Shea Newton is a fee-only financial advisor at Financial Journey LLC in Pensacola, Florida, who holds the CFP, EA and RICP credentials. R. Shea charges a one-time planning fee and a percentage of assets (one-time plans from $2,500 and 0.95% a year on the first tier of assets managed) and focuses on tax planning, estate & legacy planning and retirement planning.

Page: https://find.wellspent.co/advisors/r-shea-newton/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Financial Journey LLC
- **Based in:** Pensacola, Florida
- **Fee model:** One-time planning fee; Percentage of assets
- **Fees (firm's website):** one-time plans from $2,500; 0.95% a year on the first tier of assets managed; no asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $4.5M across 23 accounts
- **Credentials:** CFP, EA, RICP
- **Specialties:** Tax planning, Estate & legacy planning, Retirement planning, Sustainable & impact investing
- **Firm size:** 1 employee
- **Website:** https://financialjourneyllc.com

## Frequently asked questions

### Is R. Shea Newton a fee-only financial advisor?

Yes. R. Shea Newton is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only).

### How does R. Shea charge for financial advice?

R. Shea charges a one-time planning fee and a percentage of assets.

### How much does R. Shea charge?

According to Financial Journey LLC's website, checked October 28, 2026: one-time plans from $2,500; 0.95% a year on the first tier of assets managed; no asset minimum.

### Where is R. Shea Newton based?

R. Shea Newton is based in Pensacola, Florida.

### What does R. Shea specialize in?

R. Shea's specialties include tax planning, estate & legacy planning, retirement planning and sustainable & impact investing.

### What credentials does R. Shea Newton hold?

R. Shea Newton holds the CFP, EA and RICP credentials.

### How much does Financial Journey LLC manage?

Financial Journey LLC reports $4.5M across 23 accounts in assets under management.

### How do I contact R. Shea Newton?

Through R. Shea's website, financialjourneyllc.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/46338): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.financialjourneyllc.com/): specialties, clients served, and fees, checked October 28, 2026

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