Firm
Newport Wealth Management
Middletown, New Jersey
Fee-only
Newport Wealth Management at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 26 individual clients.
- Its average account is about $234,000 (assets it manages divided by its 42 accounts).
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Middletown, New Jersey |
|---|---|
| Website | newportwealthmanagement.com |
| Phone | (732) 741-1200 |
Newport Wealth Management fees
Newport Wealth Management 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 |
|---|---|
| Assets managed | $10 million |
| Individual clients | 26 |
| Accounts managed | 42 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 5, 2026 |
| SEC record | CRD 166375 |
Advisors at this firm (1)
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