Todd Scalisi
Newhouse Integrated Financial Advisors · Soquel, California
Todd Scalisi is a fee-only financial advisor at Newhouse Integrated Financial Advisors in Soquel, California. Newhouse Integrated Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Newhouse Integrated Financial Advisors |
|---|---|
| Based in | Soquel, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $39.0M across 12 accounts |
| SEC registration | Investment adviser representative in CA · CRD 6609337 |
| Exams passed | Series 63 (2016) · Series 65 (2026) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Todd's firm compares
- Newhouse Integrated Financial Advisors's average account is about $3.2 million, from its Form ADV (assets managed divided by 12 accounts).
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Questions about Todd
Is Todd Scalisi a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Todd holds no broker registration, and Newhouse Integrated Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Todd charge for financial advice?
Todd's firm, Newhouse Integrated Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Todd Scalisi based?
Todd Scalisi is based in Soquel, California.
Is Todd Scalisi registered with the SEC?
Yes. Todd Scalisi is registered as an investment adviser representative in CA (CRD 6609337), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Newhouse Integrated Financial Advisors manage?
Newhouse Integrated Financial Advisors reports $39.0M across 12 accounts in assets under management.
How do I contact Todd Scalisi?
Contact details aren't on file yet. Search for Newhouse Integrated Financial Advisors.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in California
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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