R. Shea Newton
Financial Journey LLC · Pensacola, Florida
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.
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Specialties
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 |
| Assets under management | $4.5M across 23 accounts |
| Credentials | CFP · EA · RICP |
| Firm size | 1 employee |
| Website | financialjourneyllc.com |
| Profile |
How R. Shea's firm compares
- A one-time plan starts at $2,500, in line with the Florida median of $2,500 for fee-only firms that publish prices.
- Financial Journey LLC's average account is about $195,000, from its Form ADV (assets managed divided by 23 accounts).
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Questions about R. Shea
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Pensacola
Other advisors in Florida who focus on tax planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Financial Journey LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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