How does the advisor help clients – Key Takeaways:
Newcomb Financial Advisors, LLC offers a wide range of financial services to assist clients in achieving their financial goals. This includes personalized financial planning, investment management, tax planning, and retirement planning. The firm also offers financial education and resources to help clients make informed decisions regarding their finances.
Facts and Insights
Founded in 2005, Newcomb Financial Advisors, LLC has been providing expert financial advice to clients for over 15 years. The firm is registered with the Securities and Exchange Commission (SEC) as a Registered Investment Advisor (RIA) and has a fiduciary duty to act in the best interests of its clients. As of 2021, the firm has over $500 million in assets under management and a team of experienced financial advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 12 |
Financial Services Offered
Newcomb Financial Advisors, LLC offers a comprehensive range of financial services to clients, including:
- Personalized financial planning
- Investment management
- Tax planning
- Retirement planning
- Financial education and resources
Client Types
Newcomb Financial Advisors, LLC serves a diverse group of clients, including:
- Individuals
- High-net-worth individuals
- Families
- Business owners
Fees & Compensation
Newcomb Financial Advisors, LLC operates on a fee-based compensation model, which means that the firm’s advisors are compensated through a combination of client fees and commissions. This ensures that the firm’s advisors have no conflicts of interest and are solely focused on providing the best financial advice for their clients.
Background
Newcomb Financial Advisors, LLC was founded by John Newcomb, a highly experienced and knowledgeable financial advisor with over 25 years of experience in the industry. He has a Bachelor’s degree in Finance and Economics and holds several professional certifications, including the Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations. With a team of experienced advisors, Newcomb Financial Advisors, LLC is committed to helping clients achieve their financial goals through personalized and strategic advice.
Financial Advisor Disclosures to Know
As a registered investment advisor, Newcomb Financial Advisors, LLC is required to disclose any potential conflicts of interest, regulatory or disciplinary events, and any material facts that may impact a client’s decision to engage with the firm. These disclosures can be found in the firm’s Form ADV, which is available upon request. Additionally, the firm has a strict code of ethics and professional conduct that all advisors must adhere to, ensuring the highest level of integrity and ethical practices in all client interactions.