RIA Intel›Advisers›Arizona›NEWMAN'S FINANCIAL PLANNING, LLC

NEWMAN'S FINANCIAL PLANNING, LLC

Advisory

AZ

Data as of Feb 3, 2026 · Source: SEC Form ADV

Rank in AZ

#279

of 387 advisers by AUM

Average account

$232K

across 406 accounts

AUM per adviser

$94M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 3, 2026.

Total AUM

$94M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$94M

Discretionary AUM$94M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients182

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, FL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

182 clients

24 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in AZ

Closest by assets under management. All figures from Form ADV.

TRIBECA ADVISORS, LLC

$95M

IRONWOOD WEALTH ADVISORS, LLC

$93M

STEWARDSHIP FOR LIFE, INC.

$93M

THE TAYLOR ADVISORY GROUP LLC

$95M

3ROOTS WEALTH PARTNERS LLC

$93M

PREMIER SOUTHWEST PLANNING GROUP, LLC

$92M

Get the full picture on NEWMAN'S FINANCIAL PLANNING, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track NEWMAN'S FINANCIAL PLANNING, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans