New Day Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
New Day Wealth Management, LLC provides fee-based portfolio management and financial planning to a small roster of individuals, families, trusts, estates and small businesses. Founded in 2023 and managing approximately $355,000 as of January 10, 2025, the firm’s client base is primarily retail and does not include high‑net‑worth individuals; it also states there is no minimum account size.
The firm describes a long-term, conservative growth approach that uses tactical asset allocation informed by Modern Portfolio Theory and academic quantitative research, with a preference for low‑cost, no‑load mutual funds while still recommending individual securities when appropriate. New Day generally operates with very limited discretionary authority and implements recommendations through custodians (SEI) and outside providers, so many client accounts remain non‑discretionary rather than fully managed on a discretionary basis.
Compared with most supported firms, New Day is affiliated with an in‑house broker‑dealer and an insurance‑selling affiliate (St Bernard Financial Services, Inc.) and delivers both brokerage and advisory services, including occasional fee‑based implementations for annuity or tax‑sensitive situations. Its small scale, dual adviser/broker structure, explicit conflict‑of‑interest disclosures, and primarily non‑discretionary asset base are the most distinctive features cited in the firm’s brochure.
Client services
Expertise
Fee options
Flat fees are negotiable
$0 - $50,000: 2.00% of assets annually $50,001 - $100,000: 1.75% of assets annually $100,001 - $250,000: 1.50% of assets annually $250,001 - $500,000: 1.25% of assets annually $501,000 - $10 million: 1.00% of assets annually $10 million+: Negotiable
$400 per hour for consulting and financial planning
Fee-only: Hourly consulting fees at $400 per hour; flat fees negotiable
Main office
1609 West Main
Russellville AR 72801, United States
Offices (1)
Most active in
Arkansas · California · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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