Newsong Capital Management, Inc. fees and pricing
Financial planner in Hattiesburg, Mississippi. Registered with the SEC.
According to its Form ADV Part 2A brochure dated January 15, 2026, Newsong Capital Management, Inc. charges a flat or project fee of $2,500, a monthly fee of $125, and an annual fee of $1,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 15, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,500
“Clients will be billed a one-time fee of $2500.00 in advance and $125 per month thereafter.”
- Monthly fee
- $125/mo
From the same sentence as above.
- Annual fee
- $1,500/yr
“The minimum annual flat fee is $1,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Newsong Capital Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “NewSong generally bills our investment management fees on a monthly basis in arrears.”
- “Clients have the option to be billed directly via invoice or have our fees deducted from their advisory accounts.”
- “All fees will be supported by an invoice to the client itemizing the fee.”
How Newsong Capital Management, Inc.’s fees compare
- Its flat or project fee of $2,500 is below the Mississippi median of $3,000. 31% of the 13 other Mississippi planners that publish a flat or project fee charge less.
- Its annual fee of $1,500 is below the Mississippi median of $4,500. None of the 4 other Mississippi planners that publish an annual fee charge less.
About Newsong Capital Management, Inc.
“NewSong enters into formal written agreements with our clients setting forth the terms and conditions under which we will provide our advisory services (the “Investment Management Agreement” and/or “Financial Planning Agreement”).”
- Firm size: 3 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2026.
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, subscription fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 142
- Employees
- 3
- 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
- $100,405,993
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 296877
- Phone
- (601) 909-6117
Can advise clients in 6 states: Alabama, California, Louisiana, Mississippi, Tennessee, Texas
Other planners in Mississippi that publish fees
- Barnes Pettey Financial Advisors, LLCClarksdale$750-$3,000
- Bergland Wealth Management, Inc.Ridgeland$2,500/qtr, $10,000/yr
- Brick Street FinancialClinton$500/hr, $1,500-$2,500
- Caldric CapitalSeminary$200/hr
- Collaborative AdviceMadison$300/hr, $2,000-$10,000
- Duncan Wealth Management, LLCMadison$300/hr, $1,000-$15,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.