Rebecca Newton
Financial Journey · Pensacola, Florida
Rebecca Newton is a fee-only financial advisor at Financial Journey in Pensacola, Florida, who holds the CFP credential. Financial Journey reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Financial Journey |
|---|---|
| Based in | Pensacola, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $4.5M across 23 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AL, FL, VA · CRD 4614726 |
| Exams passed | Series 66 (2005) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.financialjourneyllc.com |
How Rebecca's firm compares
- Financial Journey's average account is about $195,000, from its Form ADV (assets managed divided by 23 accounts).
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Questions about Rebecca
Is Rebecca Newton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rebecca holds no broker registration, and Financial Journey reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Rebecca charge for financial advice?
Rebecca's firm, Financial Journey, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Rebecca Newton based?
Rebecca Newton is based in Pensacola, Florida.
What credentials does Rebecca Newton hold?
Rebecca Newton holds the CFP credential.
Is Rebecca Newton registered with the SEC?
Yes. Rebecca Newton is registered as an investment adviser representative in AL, FL and VA (CRD 4614726), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Financial Journey manage?
Financial Journey reports $4.5M across 23 accounts in assets under management.
How do I contact Rebecca Newton?
Through Rebecca's website, www.financialjourneyllc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Pensacola
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
- 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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