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James Todd Newton

Advisor at Portfolio Medics, LLC — Decatur, AL

Updated today

Credentials

Series 63, Series 65

Experience

17 years

Location

Decatur, AL

Portfolio Medics, LLC logo

Portfolio Medics, LLC

Multi-team

Total advisors

84

Across 67 offices

Clients per advisor

35 Low

Avg AUM per client

$266,459 Very Low

HNW client ratio

1% Very Low

About

James Newton is a financial advisor at Portfolio Medics, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Barlas O'Reilly Wealth Management, Plan Partners LLC, and Eqis Capital Management, Inc. Outside of his advisory role, he owns and operates Newton Institutional, where he transacts insurance products, and PayLink IRA, which provides payroll and IRA services. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients with a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services through a blend of strategic and tactical approaches.

Client services

Based on Portfolio Medics, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Portfolio Medics, LLC

Active portfolio management Passive / index investing

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Fee options

Fixed

Financial planning fixed fees range from $125 to $5,000

Percentage

$0 - $10,000,000: 2.60% (Advisor Managed Portfolios - AMP) $10,000,001+: Negotiable (AMP) $0 - $10,000,000: 1.00% (Diversified Fund Allocation - DFA) $10,000,001+: Negotiable (DFA) $0 - $10,000,000: 1.50% (Market Trend Strategy - MTS) $10,000,001+: Negotiable (MTS)

Project-based

$250 per hour for financial planning services

Subscriptions

Ongoing financial consulting payable through annual fees starting at $1,000 ($250 quarterly), increasing by $500 annually for each additional $50,000 advised upon

Other

Account minimum: $150,000 Minimum fee: Annual fee of $1,000 for minimum portfolio size of $150,000, increasing by $500 for each additional $50,000 Fee-only: Financial planning fixed fees range from $125 to $5,000; hourly fees $250/hour; ongoing financial consulting annual fees starting at $1,000 ($250 quarterly)

Location

See office

Decatur, AL

Decatur AL

Advisors at this office

1

Most active in

Alabama

Work history

17 years of industry experience

Portfolio Medics

2023 - Present • 3 years

Bonita Springs, FL

Barlas O'Reilly Wealth Management, LLC

2022 - 2022 • 1 year

Tarpon Springs, FL

Plan Partners LLC

2021 - 2022 • 1 year

Newbury, OH

Plan Partners LLC

2020 - 2022 • 2 years

Beachwood, OH

Deacon Consulting Services LLC

2018 - 2020 • 2 years

Charlotte, NC

Newton Institutional

2018 - Present • 8 years

Decatur, AL

Paylink IRA

2018 - Present • 8 years

Newbury, OH

Eqis Capital Management, Inc.

2014 - 2018 • 4 years

San Rafael, CA

SB Advisory, LLC

2014 - 2014 • 1 year

Atlanta, GA

Nfsg Corporation

2012 - 2012 • 1 year

Boca Raton, FL

TCA Financial Group, LLC

2011 - 2012 • 1 year

Charlotte, NC

Anderson & Strudwick, Incorporated

2010 - 2011 • 1 year

Richmond, VA

Intl Advisory Consultants Inc.

2007 - 2008 • 1 year

Birmingham, AL

Sterne, Agee & Leach, Inc.

2003 - 2007 • 4 years

Morgan Keegan & Company, LLC

2003 - 2003 • 1 year

Sarasota, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Kenneth J

Series 63, Series 65

Trinity, AL

Ignite Planners LLC

Kenneth Johnson Sr. is a financial advisor at Ignite Planners LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at StoneX Securities Inc. Johnson is also president of a family-owned industrial sales business and serves as a Bible class teacher and pulpit minister at Aldridge Grove Church of Christ. Additionally, he holds board member roles with The Enrichment Center, International Motorsports Hall of Fame, and the Industrial Development Board of Lawrence County, Alabama, and advocates against gambling legislation in the Alabama legislature. Ignite Planners serves a diverse client base including individuals, high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors. The firm offers discretionary asset management, financial planning, and consulting services, employing a volatility-responsive VEGA strategy with a portfolio mix of public and private investments tailored to client objectives and risk tolerances.

Options & derivatives strategies Private / alternative investments Concentrated stock management Tax-loss harvesting Wealth management
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Michael J

Series 63, Series 66

Madison, AL

Verus Capital Partners, LLC

Michael Jones is a financial advisor at Verus Capital Partners, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including LifeCourse Capital, Inc. and Next Financial Group Inc. Outside of his advisory role, he is also a notary public in Madison, Alabama. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combined fundamental and technical analysis approach with strategic asset allocation and offers customized portfolios aligned with clients’ objectives and risk tolerance.

Income planning Retirement withdrawal strategies Active portfolio management Founder/Business Owner Executive
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Stephen W

Series 63, Series 65

Madison, AL

Verus Capital Partners, LLC

Stephen Williams is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at NEXT Financial Group, Inc. and Life Course Capital Inc. Outside of his advisory role, he owns Abundance Building Concepts LLC, a non-investment-related business. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm offers discretionary asset management, financial planning, and consulting, using a combination of fundamental and technical analysis with strategic asset allocation tailored to client objectives and risk tolerance.

Income planning Retirement withdrawal strategies Active portfolio management Founder/Business Owner Executive
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Trevor K

Series 66

Priceville, AL

Lanark Financial, Inc.

Trevor Kurzhal is a financial advisor at Lanark Financial, Inc. with five years of industry experience and holds a Series 66 designation. Prior to his advisory career, he worked at The University of North Alabama and has been involved with Grace Life Church of the Shoals since 2015. Outside of finance, he works in audio production, mixing, and mastering music for local artists and also handles media production and editing for church-related ministries. Lanark Financial provides investment management, financial planning, and advisory services to a range of clients including individuals, retirement plans, trusts, and institutional entities. The firm manages approximately $1.78 billion in client assets and offers both discretionary and non-discretionary advisory arrangements across multiple advisor teams.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General estate planning guidance
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Dustin H

CFP®, Series 63, Series 66

Madison, AL

Balefire, LLC

Dustin Haraway is a CFP®-credentialed financial advisor at Balefire, LLC with eight years of industry experience. He has held positions at several firms including Raymond James Financial Services and Integrity Alliance. Outside of finance, Haraway operated a lawn care business for two years. Balefire, LLC is a multi-team SEC-registered investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm uses a core-and-tactical investment approach with discretionary asset management and comprehensive financial planning across a platform managing approximately $2 billion in assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
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Todd K

Series 63, Series 65

Priceville, AL

Lanark Financial, Inc.

Todd Kurzhal is a financial advisor at Lanark Financial, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has been with NBC Securities, Inc. since 2002. Lanark Financial provides investment management, financial planning, and related advisory services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in assets across multiple advisor teams and offers program-based accounts with both discretionary and non-discretionary arrangements.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General estate planning guidance
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