Firm
Newman's Financial Planning
Queen Creek, Arizona
Fee-only
Newman's Financial Planning at a glance
- One of 212 fee-only firms based in Arizona in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 182 individual clients, 24 of them high net worth.
- Its average account is about $232,000 (assets it manages divided by its 406 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Arizona · What fee-only advisors charge in Arizona
Facts
| Based in | Queen Creek, Arizona |
|---|---|
| Website | newmansfinancialplanning.com |
| Phone | (480) 798-9544 |
Newman's Financial Planning fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.9% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"0-$250,000 .90%" source
"$5,000,001 and up .35%" source
"0-$250,000 .90%" 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 | $94 million |
| Individual clients | 158 |
| High-net-worth clients | 24 |
| Accounts managed | 406 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | February 3, 2026 |
| SEC record | CRD 282548 |