# Newman's Financial Planning

> Newman's Financial Planning is a state-registered investment advisory firm, registered since 2016, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 3, 2026.

- CRD: 282548
- Filed as: NEWMAN'S FINANCIAL PLANNING
- Legal name: Newman's Financial Planning, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: February 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/282548
- AdvisorCensus page: https://advisorcensus.com/firm/newman-s-financial-planning-282548

## Quick answers

**How is Newman's Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Newman's Financial Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Newman's Financial Planning registered with the SEC or a state?**
Newman's Financial Planning is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 282548.

**How much does Newman's Financial Planning manage?**
Newman's Financial Planning reports $94,053,708 in regulatory assets under management in its Form ADV filing dated February 3, 2026 (100% discretionary).

**What types of clients does Newman's Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (158); high net worth individuals (24).

**Does Newman's Financial Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/282548

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $94,053,708
- Discretionary: $94,053,708
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 158 | $51,271,554 |
| High net worth individuals | 24 | $42,782,154 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2016 (10 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- newmansfinancialplanning.com
- Facebook @newmansfinancial

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Newman's Financial Planning (CRD 282548): Form ADV filing data as of October 2026.