Paul Newton
Paul Newton is a registered investment advisor at Centaurus Financial, INC., based in Leesburg, VA, with 33 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 38,049 clients with $7.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centaurus Financial's advisors manage client accounts through various programs, charging an annual fee based on the amount invested. Fees are negotiable and can be a flat percentage or tiered, where the rate decreases as the portfolio value increases. Additional charges may include transaction fees, custodial fees, and internal fund fees.
Maximum advisory fees:
- Alpha, Beta, ABJ, Omega, Delta: 2.25%
- AA & VL: 1.50%
- Adviser-Directed: 1.35%
- FlexUMA: 2.25%
Third-Party Money Managers (TPMMs) charge fees ranging from 1.00% to 3.00%.
Location
540 Fort Evans Road, Ne, Suite #200, Leesburg, VA, 20176
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2022Other Business ActivitiesSells Insurance
Paul provides tax advice to clients and is the owner of PLN & Associates, Inc. He also works as an insurance agent, dedicating minimal time to insurance sales.
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Allstate Financial Services, LLCBroker
Centaurus Financial, INC.Broker
Usallianz Securities, INC.Broker
MML Investors Services, INC.Broker
Mason Securities, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.