Newfocus Financial Group, LLC

Newfocus Financial Group, LLC (CRD# 132578) is a financial advisory firm headquartered in Vancouver, WA. They manage $303,662,531 in 1,063 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    304
    MILLION
  • Total Number of Accounts
    1,063
    ACCOUNTS
  • Average Account Value
    $285,666
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
  • Selection of other advisers (including private fund managers)
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.

CA, OR, TX, WA

Financial Advisors at Newfocus Financial Group, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Mark P. Farrelly
CRD#: 4457364
1900 S. Norfolk St., Suite 350, San Mateo, CA 94403
96
Wealthminder
score

Mark Farrelly (CRD# 4457364) is an Investment Advisor Representative working at Newfocus Financial Group, LLC in San Mateo, CA and has over 14 years of experience in the finance industry. Mark Farrelly 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
Daniel L. Koerner
CRD#: 2879433
410 West 12th Street, Vancouver, WA 98660
96
Wealthminder
score

Daniel Koerner (CRD# 2879433) is an Investment Advisor Representative working at Newfocus Financial Group, LLC in Vancouver, WA and has over 19 years of experience in the finance industry. Daniel Koerner 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.

3
Steven B. Stacey
CRD#: 5489897
410 West 12th Street, Vancouver, WA 98660
96
Wealthminder
score

Steven Stacey (CRD# 5489897) is an Investment Advisor Representative working at Newfocus Financial Group, LLC in Vancouver, WA and has over 8 years of experience in the finance industry. Steven Stacey 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
Ryan P. Ignacio
CRD#: 4145213
1900 S Norfolk Street, Suite 350, San Mateo, CA 94403
90
Wealthminder
score

Ryan Ignacio (CRD# 4145213) is an Investment Advisor Representative working at Newfocus Financial Group, LLC in San Mateo, CA and has over 16 years of experience in the finance industry.

5
Jaron E. Gardiner
CRD#: 6405783
410 West 12th Street, Vancouver, WA 98660
88
Wealthminder
score

Jaron Gardiner (CRD# 6405783) is an Investment Advisor Representative working at Newfocus Financial Group, LLC in Vancouver, WA and has 1 year of experience in the finance industry.

6
Chad M. Burton
CRD#: 2778208
410 West 12th Street, Vancouver, WA 98660
76
Wealthminder
score

Chad Burton (CRD# 2778208) is an Investment Advisor Representative working at Newfocus Financial Group, LLC in Vancouver, WA and has over 20 years of experience in the finance industry. Chad Burton 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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