Newhouse Integrated Financial Advisors LLC
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About
Newhouse Integrated Financial Advisors LLC is a California‑registered independent investment adviser that provides ongoing portfolio management and financial planning primarily for individual and high‑net‑worth clients. The firm manages both discretionary and non‑discretionary accounts and advises on mutual funds, equities, fixed income, ETFs and, at times, less liquid investments such as private placements and venture capital funds.
The firm documents client objectives in an Investment Policy Statement and uses fundamental analysis and modern portfolio theory to construct long‑term, asset‑allocated portfolios, with routine monitoring and quarterly reporting through custodians. NIFAL typically seeks discretionary trading authority to implement the client’s plan, tailors recommendations to client‑imposed restrictions, and states procedures intended to allocate investment opportunities fairly among clients.
NIFAL operates under the Newhouse brand alongside affiliated but legally separate entities (including Newhouse CPA and Newhouse & Associates) that provide tax, accounting, and real estate services, and the brochure discloses that principals are licensed CPAs and a real estate broker. Those integrated affiliations — plus the firm’s small client base and concentrated assets under management and the explicit disclosure of potential conflicts and fee incentives for bundled services — are less common among solo independent advisers and are a notable feature of the firm’s practice.
Client services
Expertise
Fee options
$1,500 to $10,000 fixed fee for financial planning services
$0 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.00% $5,000,001+: 0.75%
$350 per hour for financial planning services
Main office
3121 Park Ave, Ste A
Soquel CA 95073
Advisors at this office
2
Most active in
California
Also doing business as
Newhouse Integrated Financial Advisors LLC · Robert Gaukel Wm
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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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Lawyer
They provide legal services, typically billed separately.
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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
Todd S
Series 65, Series 63
Soquel, CA
Newhouse Integrated Financial Advisors LLC
Todd Scalisi is a financial advisor at Newhouse Integrated Financial Advisors LLC with two years of industry experience. He holds Series 65 and Series 63 licenses and has prior work history with JP Morgan Securities LLC, Coast Financial Services Inc, PP&CO Advisors LLC, and Ascend Partner Services LLC. He is also affiliated with Newhouse CPA, a related entity within the integrated Newhouse brand. Newhouse Integrated Financial Advisors LLC is a California-registered independent investment adviser serving individual and high-net-worth clients with portfolio management and financial planning. The firm uses fundamental analysis and modern portfolio theory to construct long-term, asset-allocated portfolios and operates alongside affiliated entities offering tax, accounting, and real estate services.
Robert G
Series 65
Soquel, CA
Newhouse Integrated Financial Advisors LLC
Robert Gaukel is a financial advisor at Newhouse Integrated Financial Advisors LLC with one year of industry experience. He holds a Series 65 credential and also works as a Certified Public Accountant providing tax preparation and strategy services for individuals, as well as a real estate agent involved in property management and buyer/seller transactions. Prior to his current role, he was affiliated with Newhouse and has experience outside finance with Verve Coffee Roasters and Mountain Bikers of Santa Cruz. Newhouse Integrated Financial Advisors LLC offers discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a long-term investment approach combining fundamental analysis with modern portfolio theory, managing a concentrated book of accounts that may include mutual funds, ETFs, equities, fixed income, and occasionally venture capital or private placements.
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