New Perspective Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
New Perspective Wealth Management advises individual and high‑net‑worth clients, providing discretionary investment management alongside financial planning and consulting services. The firm delivers portfolio construction, asset allocation, monitoring, and separately managed accounts under a written investment management agreement and limited power of attorney.
The adviser’s investment process emphasizes long‑term asset allocation grounded in Modern Portfolio Theory and primary research, using a mix of actively managed mutual funds, ETFs (active, passive, and strategic‑beta) and individual stocks. The firm discloses a long‑biased, relatively concentrated approach intended to seek returns across market environments, and it warns clients about increased idiosyncratic and market exposure associated with that bias.
Distinctive features include operating as a solo independent adviser managing roughly $5 million across a compact roster of about 25 clients while offering both ongoing discretionary management and fixed‑scope or hourly planning engagements. The firm directs custody to institutional platforms (Altruist or Apex), acquires client leads through SmartAsset, does not accept commissions for product recommendations, and does not vote client proxies on securities.
Client services
Expertise
Fee options
Financial planning fixed fees ranging from $1,000 to $2,500, negotiable
$0 - $500,000: 1.10% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $5,000,000: 0.75% Over $5,000,001+: 0.50%
$200 per hour for financial planning services
Fee-only: Financial planning fees: $1,000-$2,500 fixed fee (negotiable); $200/hour hourly fee
Main office
St. Petersburg FL
Advisors at this office
1
Most active in
Florida · Missouri
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
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