Newport Group Consulting, LLC

Newport Group Consulting, LLC (CRD# 140944) is a financial advisory firm headquartered in Lake Mary, FL. They manage $989,859,173 in 116 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    990
    MILLION
  • Total Number of Accounts
    116
    ACCOUNTS
  • Average Account Value
    $8,533,269
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, CA, FL, IL, KS, MA, MD, MO, NC, OH, PA, TX, VA

Financial Advisors at Newport Group Consulting, LLC
Showing 1 - 10 of 55 top financial advisors.
1
Robert B. Baldridge
CRD#: 5639331
300 Primera Blvd., Suite 200, Lake Mary, FL 32746
96
Wealthminder
score

Robert Baldridge (CRD# 5639331) is an Investment Advisor Representative working at Newport Group Consulting, LLC in Lake Mary, FL and has over 9 years of experience in the finance industry.

2
Paul E. Nickel
CRD#: 3066959
101 Centreport Drive, Suite 250, Greensboro, NC 27409
96
Wealthminder
score

Paul Nickel (CRD# 3066959) is an Investment Advisor Representative working at Newport Group Consulting, LLC in Greensboro, NC and has over 12 years of experience in the finance industry.

3
Margaret H. Pierce
CRD#: 2153454
Duxbury, MA
96
Wealthminder
score

Margaret Pierce (CRD# 2153454) is an Investment Advisor Representative working at Newport Group Consulting, LLC in Duxbury, MA and has over 25 years of experience in the finance industry. Margaret Pierce has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Michael D. Shannon
CRD#: 1314743
300 Primera Blvd., Suite 200, Lake Mary, FL 32746
96
Wealthminder
score

Michael Shannon (CRD# 1314743) is an Investment Advisor Representative working at Newport Group Consulting, LLC in Lake Mary, FL and has over 16 years of experience in the finance industry.

5
John Von Eschenbach
CRD#: 5668234
300 Primera Blvd., Suite 200, Lake Mary, FL 32746
96
Wealthminder
score

John Von Eschenbach (CRD# 5668234) is an Investment Advisor Representative working at Newport Group Consulting, LLC in Lake Mary, FL and has over 8 years of experience in the finance industry.

6
Steve L. Williams
CRD#: 4809042
300 Primera Blvd., Suite 200, Lake Mary, FL 32746
96
Wealthminder
score

Steve Williams (CRD# 4809042) is an Investment Advisor Representative working at Newport Group Consulting, LLC in Lake Mary, FL and has over 13 years of experience in the finance industry.

7
Benjamin S. Alivio
CRD#: 1619211
Austin, TX
93
Wealthminder
score

Benjamin Alivio (CRD# 1619211) is an Investment Advisor Representative working at Newport Group Consulting, LLC in Austin, TX and has over 21 years of experience in the finance industry.

8
Andrew A. Brandt
CRD#: 6090451
307 University Blvd. North, Bldg 3, Suite 2900, Mobile, AL 36688
93
Wealthminder
score

Andrew Brandt (CRD# 6090451) is an Investment Advisor Representative working at Newport Group Consulting, LLC in Mobile, AL and has over 5 years of experience in the finance industry.

9
John M. Dahle
CRD#: 2443841
300 Primera Blvd., Suite 200, Lake Mary, FL 32746
93
Wealthminder
score

John Dahle (CRD# 2443841) is an Investment Advisor Representative working at Newport Group Consulting, LLC in Lake Mary, FL and has over 9 years of experience in the finance industry.

10
Paul G. Escobar
CRD#: 2961229
300 Primera Blvd., Suite 200, Lake Mary, FL 32746
93
Wealthminder
score

Paul Escobar (CRD# 2961229) is an Investment Advisor Representative working at Newport Group Consulting, LLC in Lake Mary, FL and has over 18 years of experience in the finance industry.

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