A complete list of active advisors currently associated with Newell Wealth Management, LLC

Warmer can help you find a great advisor at Newell Wealth Management, LLC or one who fits your needs even better.

Newell Wealth Management is a state-registered independent advisory firm that serves individuals and high-net-worth clients and also provides services to employer plan sponsors. The firm offers ongoing wealth management through tiered programs, project-based “Day Pass” financial planning, an Advice+ investment-only option, hourly/pro-bono consultations, and access to fee-based annuities. The firm uses a structured Keys to Wealth planning framework to coordinate retirement income, investment strategy, tax-aware planning, and life‑transition considerations, and it blends passive and active strategies with tactical asset-allocation adjustments within strategic ranges. Newell monitors held-away retirement accounts, acts as a fiduciary for retirement account advice, may engage third‑party sub‑advisors (including Betterment Advisor Solutions), and coordinates tax work with independent tax professionals for clients in its higher service tier. Distinctive features noted in the firm’s disclosure include sponsorship of a wrap-fee program and use of the Betterment platform (with sub-advisory fees disclosed at 0.12–0.20% paid directly by clients). The firm’s ADV also discloses use of hypothetical performance and client testimonials in its advertising materials and an offering of employee benefit plan/pension consulting—items that are relatively uncommon among similarly structured solo independent advisers.

To learn more about the advisors currently working at Newell Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.