New Life Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
New Life Financial LLC serves individual clients with fee-based investment management and financial planning. The firm provides custom, non-discretionary portfolio management and tailored financial plans and implements recommendations using mutual funds as well as variable life insurance and variable annuities.
The adviser uses fundamental analysis and a tactical allocation approach intended to reduce risk and enhance performance, and it may recommend changes to sector weightings, dividend‑oriented positions, or cash holdings as tactical hedges. Portfolio actions are executed only with client approval rather than by discretionary trading, and ongoing advice is delivered through meetings and client consultations.
What is distinctive is the firm’s primary reliance on a non‑discretionary model—its brochure reports roughly $4.05 million in non‑discretionary assets under management and a small client roster—which is uncommon for independent solo advisors and has implications for trade aggregation and execution. The firm also discloses several historical regulatory consent orders and fines related to advertising and recordkeeping matters, which are summarized in its brochure.
Client services
Expertise
Fee options
Fixed fee for comprehensive Financial Planning Services: $3,250 per plan, negotiable
$0 - $200,000: 3.00% $200,001 - $400,000: 1.50% $400,001 - $600,000: 1.00% $600,001+: 0.75%
$500 per hour, negotiable
Main office
Prescott Valley AZ
Advisors at this office
2
Most active in
Arizona · Indiana
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.
Forms ADV
Advisors at this firm
Irvin B
Series 63, Series 66
Prescott Valley, AZ
New Life Financial LLC
Irvin Brewer is a financial advisor at New Life Financial LLC in Prescott Valley, AZ, with 34 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Money Concepts Capital Corp from 2013 to 2017. Outside of his advisory role, he operates a snow removal business and holds a federal firearms license for buying, selling, and handling firearms. New Life Financial LLC serves individual clients with fee-based investment management and financial planning, focusing on custom, non-discretionary portfolio management. The firm uses fundamental analysis and a tactical allocation approach to manage risk and performance, implementing recommendations only with client approval.
Kimberly H
Series 63, Series 65
Prescott Valley, AZ
New Life Financial LLC
Kimberly Hogue is a financial advisor with New Life Financial LLC in Prescott Valley, AZ, holding Series 63 and Series 65 credentials and with 24 years of industry experience. She has worked at New Life Financial since 2012 and is also an independent travel agent for Sisters Building Dreams, a separate business she has been involved with since the same year. New Life Financial LLC serves individual clients with fee-based investment management and financial planning, focusing on custom, non-discretionary portfolio management and tailored financial plans. The firm employs a tactical allocation approach using fundamental analysis and executes portfolio actions only with client approval.
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