New Dimensions Wealth Management, L.L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
New Dimensions serves individual and high-net-worth clients with comprehensive financial planning and discretionary investment management. The firm operates on a fee-only basis and does not accept commissions, referral fees, or participate in wrap-fee programs.
Investment advice is driven by a written financial plan and implemented with globally diversified, low-cost, passively managed vehicles—primarily no-load mutual funds and ETFs—following a buy-and-hold philosophy while generally avoiding individual stocks and bonds, margin, options, and IPOs. Clients may place reasonable restrictions on account holdings, and accounts are managed on a discretionary basis in accordance with each client’s stated objectives.
Noteworthy aspects of the practice include a very small advisory team (both principals hold CFP® certification) overseeing approximately $181 million in discretionary assets for about 111 clients, and a model that requires an initial written financial plan with ongoing planning provided to investment management clients. The firm does not aggregate or block trades and does not vote client proxies (clients retain proxy voting authority), and it relies on an independent custodian that provides technology and operational services to the firm.
Client services
Expertise
Fee options
$0 - $500,000: 0.80% annually $500,001 - $1,000,000: 0.60% annually $1,000,001 - $1,500,000: 0.40% annually $1,500,001+: 0.30% annually
Account minimum: $562,500 quarterly minimum fee equivalent Minimum fee: Minimum quarterly fee of $1,500 ($6,000 annually) for investment management services Fee-only: Financial Planning Fees typically range from $6,000 to $8,000 per plan, with a $500 down payment required
Main office
550 S. Watters Road, Suite 242
Allen TX 75013
Advisors at this office
2
Most active in
New Hampshire · Texas
Also doing business as
New Dimensions Wealth Management, L.L.C. · New Dimensions Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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.
Quick links
Advisors at this firm
Tiffany F
CFP®, Series 65
Allen, TX
New Dimensions Wealth Management, L.L.C.
Tiffany Finney Johnson is a CFP® and holds a Series 65 license with 17 years of industry experience. She has been with New Dimensions Wealth Management, L.L.C. since 2012. The firm serves individual and high-net-worth clients, providing personalized financial planning and discretionary investment management through a fee-only model that avoids commissions and finder’s fees. Their investment approach emphasizes a low-cost, passively oriented, buy-and-hold strategy using broadly diversified no-load mutual funds and ETFs.
Richard A
CFP®, Series 63
Allen, TX
New Dimensions Wealth Management, L.L.C.
Richard Alston is a Certified Financial Planner® with 27 years of industry experience. He has been with New Dimensions Wealth Management, L.L.C. since 2009. The firm serves individual and high-net-worth clients with comprehensive financial planning and discretionary investment management, emphasizing globally diversified, low-cost, passively managed investments and a buy-and-hold approach.
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