Richard Newsome
William B. Walkup & Associates · Columbia, South Carolina
Richard Newsome is a fee-only financial advisor at William B. Walkup & Associates in Columbia, South Carolina, who holds the CFP credential. William B. Walkup & Associates reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | William B. Walkup & Associates |
|---|---|
| Based in | Columbia, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $178.3M across 65 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in SC · CRD 5269667 |
| Exams passed | Series 65 (2006) |
| Firm size | 5 employees |
| Disclosures | None reported |
How Richard's firm compares
- William B. Walkup & Associates's average account is about $2.7 million, from its Form ADV (assets managed divided by 65 accounts).
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Questions about Richard
Is Richard Newsome a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and William B. Walkup & Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Richard charge for financial advice?
Richard's firm, William B. Walkup & Associates, reports charging a percentage of assets on its SEC Form ADV.
Where is Richard Newsome based?
Richard Newsome is based in Columbia, South Carolina.
What credentials does Richard Newsome hold?
Richard Newsome holds the CFP credential.
Is Richard Newsome registered with the SEC?
Yes. Richard Newsome is registered as an investment adviser representative in SC (CRD 5269667), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does William B. Walkup & Associates manage?
William B. Walkup & Associates reports $178.3M across 65 accounts in assets under management.
How do I contact Richard Newsome?
Contact details aren't on file yet. Search for William B. Walkup & Associates.
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
- 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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