William Newman, financial advisor Queen Creek AZ

William Newman

CRD Number: 5730023
Current Firm: Newman's Financial Planning
Compensation Model: Fee Only

William Newman (CRD# 5730023) is an Investment Advisor Representative working at Newman's Financial Planning in Queen Creek, AZ and has 7 years of experience in the finance industry.

 

We are dedicated to providing investment management and strategic wealth planning to all of our clients. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results.

CONTACT
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Company Name Location Dates Years
Newman's Financial, LLC Gilbert, AZ Dec 2015 - Current 8
Fidelity Investments Chandler, AZ Nov 2015 - Nov 2015 < 1
The Vanguard Group, Inc. Scottsdale, AZ Jul 2015 - Nov 2015 < 1
Self Employed Queen Creek, AZ Jul 2013 - Jul 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2009
S65 NASAA Investment Advisors Law Examination Dec 2015
Contact Info for William B. Newman
Phone Number: 480-798-9544
Registered State(s):
  • AZ
  • FL
Current Firm Details
Newman's Financial Planning
Firm's CRD Number: 282548
By the Numbers
  • Total Assets Under Management
    43
    MILLIONS
  • Total Number of Accounts
    264
    ACCOUNTS
  • Average Account Value
    $162,879
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, FL

Firm Disclaimer:

The information provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Newman’s Financial Planning, LLC (referred to as "NFP") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement and suitability for a particular purpose.  NFP does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall NFP be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided even if NFP or a NFP authorized representative has been advised of the possibility of such damages. In no event shall Newman’s Financial Planning, LLC have any liability to you for damages, losses and causes of action for accessing this information. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

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