Updated:Jun 3, 2026

Newman's Financial Planning

NEWMAN'S FINANCIAL PLANNING is an SEC-registered investment adviser with $94 million in regulatory assets under management. The firm has 1 employee and 1...

Newman's Financial Planning

NEWMAN'S FINANCIAL PLANNING is an SEC-registered investment adviser with $94 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.

General information

Firm type

RIA

What services does Newman's Financial Planning offer?

Newman's Financial Planning is a registered investment advisor that provides financial planning services, including retirement planning, estate planning, and investment management. These services are tailored to individual and family clients. Specific offerings have not been detailed in public records.

Who leads investment decisions at Newman's Financial Planning?

The leadership and investment decision-makers at Newman's Financial Planning have not been publicly identified in available sources. The firm's website and other public channels do not disclose executive or advisor names.

Is Newman's Financial Planning a single-family office or a multi-family office?

Newman's Financial Planning operates as a registered investment advisor, not as a family office. It does not appear to fall under the single-family office or multi-family office structure based on public information.

What is the AUM of Newman's Financial Planning?

Newman's Financial Planning has not publicly disclosed its assets under management. The firm's AUM remains undisclosed in all available public records and official communications.

Where is Newman's Financial Planning headquartered?

The headquarters location of Newman's Financial Planning has not been publicly confirmed. Available sources do not specify the city, state, or country of the firm's main office.

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