Steven Newmyer
Newmyer Wealth Management · Houston, Texas
Steven Newmyer is a fee-only financial advisor at Newmyer Wealth Management in Houston, Texas. Newmyer Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Newmyer Wealth Management |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $65.0M across 145 accounts |
| SEC registration | Investment adviser representative in TX · CRD 4430323 |
| Exams passed | Series 63 (2002) · Series 65 (2005) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.newmyerwealth.com |
| Profile |
How Steven's firm compares
- Newmyer Wealth Management's average account is about $449,000, from its Form ADV (assets managed divided by 145 accounts).
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Questions about Steven
Is Steven Newmyer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Newmyer Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Steven charge for financial advice?
Steven's firm, Newmyer Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Steven Newmyer based?
Steven Newmyer is based in Houston, Texas.
Is Steven Newmyer registered with the SEC?
Yes. Steven Newmyer is registered as an investment adviser representative in TX (CRD 4430323), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Newmyer Wealth Management manage?
Newmyer Wealth Management reports $65.0M across 145 accounts in assets under management.
How do I contact Steven Newmyer?
Through Steven's website, www.newmyerwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Houston
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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