New Dimensions Wealth Management, LLC

New Dimensions Wealth Management, LLC (CRD# 152136) is a financial advisory firm headquartered in Allen, TX. They manage $40,750,364 in 207 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    207
    ACCOUNTS
  • Average Account Value
    $196,862
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

TX

Financial Advisors at New Dimensions Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Richard L. Alston
CRD#: 3070449
McKinney, TX
96
Wealthminder
score

Richard Alston (CRD# 3070449) is an Investment Advisor Representative working at New Dimensions Wealth Management, LLC in McKinney, TX and has over 18 years of experience in the finance industry. Richard Alston 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.

2
Tiffany N. Finney-Johnson
CRD#: 5602864
825 Market St., Building M, Suite 250, Allen, TX 75013
96
Wealthminder
score

Tiffany Finney-Johnson (CRD# 5602864) is an Investment Advisor Representative working at New Dimensions Wealth Management, LLC in Allen, TX and has over 9 years of experience in the finance industry. Tiffany Finney-Johnson 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.

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