New Assets Investment Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“Additionally, NAIA assesses an hourly fee of $150 / hour.”

Flat or project fee

$1,000⁠-⁠$10,000

“Research and Due Diligence on Real Estate Investment Trusts, 1031 Exchanges and Delaware Statutory Trusts New Assets Investment Advisors charges a fixed fee that ranges from $1,000 to $10,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How New Assets Investment Advisors LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Client may obtain a refund of a pre-paid fee if the advisory contract is terminated before the end of the billing period.”
• “The management is calculated and charged quarterly in advance.”
• “The client will receive a fee invoice that details how the fee was calculated, the amount on which the calculation was based, the period the fee covered and the fee.”

How New Assets Investment Advisors LLC’s fees compare

• Its hourly rate of $150 is below the California median of $300. 4% of the 932 other California planners that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$10,000 spans the California median of $5,000. 57% of the 796 other California planners that publish a flat or project fee charge less.

About New Assets Investment Advisors LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2013 (13 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

92

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, educational seminars and workshops, and other services

Assets managed

$52,208,957

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

167341

Website

new-assets.com (opens in new tab)

Phone

(408) 520-9558

Other planners in Milpitas that publish fees

• The Guardino Financial GroupMilpitas$175/hr, $1,000⁠-⁠$15,000
• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000
• 401 FinancialSan Diego$250/hr, $500
• 5T Wealth, LLCNapa$200⁠-⁠$450/hr

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