NEWMAN'S FINANCIAL PLANNING

NEWMAN'S FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 282548). Regulatory assets under management: $94.1M.

Registration

• CRD: 282548
• Type: Registered investment adviser
• Phone: 480-798-9544
• Latest filing: 2026-02-03
• Regulatory AUM: $94.1M
• Discretionary AUM: $94.1M
• Clients: 1
• Accounts: 406

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 282548 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search