Newman's Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$50⁠-⁠$150/hr

“Upon termination of any account, the fee will be prorated, and any unearned fee will be refunded to the client. 7 Financial Planning Hourly Fee Financial Planning fee is an hourly rate ranging from $50.00 to $150.00 per hour, depending on complexity of the financial plan.”

Flat or project fee

$400

“Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $400.00 and an ongoing fee that is paid monthly, in arrears, at the rate between $50 and $150 per month, depending on the complexity of the client’s needs and situation.”

Monthly fee

$50⁠-⁠$150/mo

From the same sentence as above.

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

How Newman's Financial Planning bills

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

• “The annual fees are negotiable and are pro-rated and paid in arrears monthly.”
• “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
• “An account may be terminated with written notice at least 15 calendar days in advance.”

How Newman's Financial Planning’s fees compare

• Its hourly rate of $50-$150 is below the Arizona median of $275. 1% of the 195 other Arizona planners that publish an hourly rate charge less.
• Its flat or project fee of $400 is below the Arizona median of $3,100. 1% of the 164 other Arizona planners that publish a flat or project fee charge less.

About Newman's Financial Planning

• Principal: William B. Newman
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2016 (10 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

182

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$94,053,708

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

282548

Website

newmansfinancialplanning.com (opens in new tab)

Phone

(480) 798-9544

Can advise clients in 2 states: Arizona, Florida

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

Compare all 404 planners in Arizona