New Life Financial LLC

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Client assets under management

$3,049,461

Clients

0% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

$112,943

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

Financial planning Portfolio management

Expertise

Active portfolio management Annuities

Fee options

Fixed

Fixed fee for comprehensive Financial Planning Services: $3,250 per plan, negotiable

Percentage

$0 - $200,000: 3.00% $200,001 - $400,000: 1.50% $400,001 - $600,000: 1.00% $600,001+: 0.75%

Project-based

$500 per hour, negotiable

Main office location

New Life Financial LLC

Prescott Valley AZ, United States

Number of offices

Most active in

Arizona · Indiana

Disclosures

Business activities & affiliations

Is not 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.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 317-374-3819

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.

Active portfolio management Annuities

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 licenses and bringing 23 years of industry experience. She has been with New Life Financial since 2012 and also operates as an independent travel agent through Sisters Building Dreams. 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 uses fundamental analysis and a tactical allocation approach to manage risk and performance, executing portfolio changes only with client approval.

Active portfolio management Annuities

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