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Newman Wealth Management Advisors

Tel: 973-276-1232
65 Madison Avenue, Ste. 300
Morristown, NJ 07960
Newman Wealth Management Advisors | Financial Advisor in Morristown ,NJ

About Newman Wealth Management Advisors

Our mission is to provide you outstanding service and robust tools to help put you on the path for financial independance. We are committed to putting all of our resources into helping you accomplish your goals, communicating with complete transparency so that you are always aware of what's happening with your money. As we partner with you in pursuing your goals, we want you to understand your investments. We guide you in making investment decisions that support your values. Our focus is on developing meaningful, life-long relationships that are based on trust, loyalty, integrity and dignity.

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General Information

Firm Start Year:   2020
Insurance License#:   1626251
States Licensed in:   CA, CO, CT, FL, IL, MA, MD, MI, NC, NH, NJ, NY, PA, TX, VA, VT, WA.
Number of Years with Current Firm:   2
Work with the following types of clients:   Individual Investors
Foreign Languages Serviced:   English
Advisory Services Provided:   Investment Advice & Management, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Planning for Individuals, Financial Planning

Services

Investment Types:   Exchange Traded Funds (ETFs), Annuities, Stocks, Mutual Funds
Can meet clients in the following ways:   Your Home, Our Office, Your Office, Phone, Video Conference

Qualifications & Memberships

Insurance and Annuity Licenses:   Accident, Health, Life

Firm Information

Advisor's Number of Clients:   104
Advisor's Number of Managed Clients:   260
Assets Managed by Advisor:   59,070,882

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $50,000
Compensation Methods:   Based on Assets
Fee % Based on Assets:   1%

FAQs

Do you have a customer satisfaction or refund policy?

No

Why should I choose you as my financial advisor?

With over 35 years of combined professional experience in the financial industry, our team at Newman Wealth Management Advisors is prepared to handle your unique needs. As a family business, we are a team dedicated to you, working closely together to create strategies designed to promote lasting change in your lives. We go beyond businesswe care about your life, your dreams and your happiness.

What are your qualifications? What is your education background?

Series 7, 63 and 65 registrations held through LPL Financial as well as Health, Accidental and Life Insurance licenses. University of Rhode Island - Bachelor degree in Communications with a Minor in Psychology

How do you charge for your services?

We are compensated through fee-based program. The fee is paid from the clients account.

How are you compensated? How will I pay for your services?

We are compensated through fee-based program. The fee is paid from the clients account.

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Disclosures

WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.


LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf


Disclaimer

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Newman Wealth Management Advisors are separate entities from LPL Financial.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Compliance

Registered Investment Advisor:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

I have a clean record


Criminal Disclosures in Last 5 years:

I have a clean record


Office Hours

Mon. 9:00 AM - 6:00 PM
Tue. 9:00 AM - 6:00 PM
Wed. 9:00 AM - 6:00 PM
Thu. 9:00 AM - 6:00 PM
Fri. 9:00 AM - 6:00 PM

Communities Served

CA, CO, CT, FL, IL, MA, MD, MI, NC, NH, NJ, NY, PA, TX, VA, VT, WA.

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