New Life Financial LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“The Advisor’s hourly fee will be billed at a rate of $500 per hour but may be negotiated in advance.”

Flat or project fee

$3,250

“New Life will charge a fixed fee for comprehensive Financial Planning Services of $3,250 per plan as contracted for with client.”

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

How New Life Financial LLC bills

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

• “New account fees will be prorated from the inception of the account to the end of the first month.”
• “Hourly fee-based clients are billed in advance based on the estimated number of hours for the project to be completed.”
• “If the project takes longer than estimated, the client will be invoiced for the additional hours upon completion of the project.”

How New Life Financial LLC’s fees compare

• Its hourly rate of $500 is above the Arizona median of $275. 88% of the 195 other Arizona planners that publish an hourly rate charge less.
• Its flat or project fee of $3,250 is above the Arizona median of $3,100. 51% of the 164 other Arizona planners that publish a flat or project fee charge less.

About New Life Financial LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2017 (9 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Clients

27

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$3,049,461

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

289821

Website

newlifefinancial.info (opens in new tab)

Phone

(317) 374-3819

Can advise clients in 2 states: Arizona, Indiana

Other planners in Arizona that publish fees

• 21:5 Advisors, LLCPeoria$500/hr
• 212 Wealth ManagementScottsdale$250/hr
• 3Roots Wealth Partners LLCScottsdale$400/hr, $5,000⁠-⁠$20,000
• 49TH Parallel Wealth ManagementScottsdale$399/hr, $1,500
• Abbey Hill Financial Advisors, LLCTuscon$250/hr
• Ability FirstPhoenix$12,000/yr

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