Newport Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$500/hr

“Form ADV 2A Version: 03/05/2026 5 Financial Planning Fees Hourly Fees Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is between $100 and $500.”

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

How Newport Wealth Management, LLC bills

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

• “These fees are generally negotiable depending upon the needs of the client and complexity of the situation and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
• “Fees are paid monthly in arrears, and clients may terminate their contracts with thirty days’ written notice.”
• “Because fees are charged in arrears, no refund policy is necessary.”

How Newport Wealth Management, LLC’s fees compare

• Its hourly rate of $100-$500 spans the New Jersey median of $300. 46% of the 174 other New Jersey planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Middletown that publish an hourly rate charge less.

About Newport Wealth Management, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and CFA.
• Registered as an adviser: 2013 (13 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.3% a year

Clients

26

Employees

1

Works with

Individuals and charities

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$9,838,194

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

166375

Website

twitter.com/helwignwm (opens in new tab)

Phone

(732) 741-1200

Other planners in Middletown that publish fees

• Capital B Advisory Services LLCMiddletown$125/hr, $485
• Grant Asset Management, LLCMiddletown$200⁠-⁠$500/hr, $2,500⁠-⁠$15,000/yr
• 3I Wealth Management LLCFairfield$1,500, $2,500/yr
• A.m. Perricone LLCShamong$20,000
• Able Wealth Management LLCToms River$250⁠-⁠$500/hr, $2,500⁠-⁠$100,000
• Access WealthEast Hanover$8,000⁠-⁠$18,000/yr

Compare all 4 planners in Middletown