Ronald New
Whipplewood Advisors · Littleton, Colorado
Ronald New is a fee-only financial advisor at Whipplewood Advisors in Littleton, Colorado. Whipplewood Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Whipplewood Advisors |
|---|---|
| Based in | Littleton, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $324.5M across 375 accounts |
| SEC registration | Investment adviser representative in CO, TX · CRD 1692877 |
| Exams passed | Series 63 (1987) · Series 65 (2022) |
| Firm size | 6 employees |
| Disclosures | None reported |
How Ronald's firm compares
- Whipplewood Advisors's average account is about $865,000, from its Form ADV (assets managed divided by 375 accounts).
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Questions about Ronald
Is Ronald New a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ronald holds no broker registration, and Whipplewood Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ronald charge for financial advice?
Ronald's firm, Whipplewood Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ronald New based?
Ronald New is based in Littleton, Colorado.
Is Ronald New registered with the SEC?
Yes. Ronald New is registered as an investment adviser representative in CO and TX (CRD 1692877), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Whipplewood Advisors manage?
Whipplewood Advisors reports $324.5M across 375 accounts in assets under management.
How do I contact Ronald New?
Contact details aren't on file yet. Search for Whipplewood Advisors.
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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