William Newman
Newman's Financial Planning · Queen Creek, Arizona
William Newman is a fee-only financial advisor at Newman's Financial Planning in Queen Creek, Arizona. William charges a percentage of assets (0.9% a year on the first tier of assets managed) and focuses on retirement planning.
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Specialties
Facts
| Firm | Newman's Financial Planning |
|---|---|
| Based in | Queen Creek, Arizona |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.9% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $94.1M across 406 accounts |
| SEC registration | Investment adviser representative in AZ, FL · CRD 5730023 |
| Exams passed | Series 63 (2009) · Series 65 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | newmansfinancialplanning.com |
| Profile |
How William's firm compares
- Newman's Financial Planning's average account is about $232,000, from its Form ADV (assets managed divided by 406 accounts).
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Questions about William
Is William Newman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Newman's Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William charges a percentage of assets.
How much does William charge?
According to Newman's Financial Planning's website, checked October 30, 2026: 0.9% a year on the first tier of assets managed.
Where is William Newman based?
William Newman is based in Queen Creek, Arizona.
What does William specialize in?
William's specialties include retirement planning.
Is William Newman registered with the SEC?
Yes. William Newman is registered as an investment adviser representative in AZ and FL (CRD 5730023), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Newman's Financial Planning manage?
Newman's Financial Planning reports $94.1M across 406 accounts in assets under management.
How do I contact William Newman?
Through William's website, newmansfinancialplanning.com.
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
- Newman's Financial Planning website : specialties, clients served, and fees, checked October 30, 2026
- 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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