Firm
Newsquare Capital
Newtown Square, Pennsylvania
Fee-only
Newsquare Capital at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 6 advisors are listed here; 2 of 6 hold the CFA.
- Its Form ADV reports 21 employees and 2,105 individual clients, 205 of them high net worth.
- Its average account is about $574,000 (assets it manages divided by its 4,168 accounts).
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Newtown Square, Pennsylvania |
|---|---|
| Website | newsquarecapital.com |
| Phone | (610) 325-6117 |
Newsquare Capital fees
Newsquare Capital 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 · Fixed fees |
|---|---|
| Assets managed | $2.4 billion |
| Individual clients | 1,900 |
| High-net-worth clients | 205 |
| Accounts managed | 4,168 |
| Employees | 21 |
| Planning clients | 0 |
| Registered with | The SEC (801-70908) |
| Financial planning | Offered |
| Form ADV filed | February 6, 2026 |
| SEC record | CRD 152430 |