Firm
Newell Wealth Management
Winter Garden, Florida
Fee-only
Newell Wealth Management at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 1 employee and 74 individual clients, 19 of them high net worth.
- Its average account is about $204,000 (assets it manages divided by its 244 accounts).
- Its ongoing planning fee starts at $1,800 a year, below the Florida median of $4,200.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Winter Garden, Florida |
|---|---|
| Website | newellwm.com |
| [email protected] | |
| Phone | (407) 337-7128 |
Newell Wealth Management fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $1,800 a year |
|---|---|
| How it charges | Percentage of assets · One-time plans or projects · Ongoing planning fee |
In the firm's words
"Subject to minimum annual fee of $1,800 per year." source
"You have over $1 Million in retirement savings." source
"Typically billed out of investment accounts on a quarterly basis." source
"A one-time engagement with no ongoing commitment" source
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 | $50 million |
| Individual clients | 55 |
| High-net-worth clients | 19 |
| Accounts managed | 244 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | May 20, 2026 |
| SEC record | CRD 317576 |
Advisors at this firm (2)
Other fee-only firms in Florida
- Nextwave Advisors · Lithia
- Nexwealth · Palm Beach Gardens
- Noble Family Wealth · Clearwater
- Noesis Capital Management · Boca Raton
- Northbridge Financial Group · Tampa
- Northstar Strategic Investments · Ormond Beach
- O'connor Portfolio Management · Tampa
- O'Grady Financial LLC · Tampa