Firm
New View Financial
Auburn Hills, Michigan
Fee-only
New View Financial at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 98 individual clients.
- Its average account is about $266,000 (assets it manages divided by its 98 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Auburn Hills, Michigan |
|---|---|
| Website | newviewfin.com |
| Phone | (248) 954-4522 |
New View Financial fees
New View Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $26 million |
| Individual clients | 98 |
| Accounts managed | 98 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 27, 2026 |
| SEC record | CRD 299117 |