Rebecca Newton is a CFP-designated registered investment advisor at Financial Journey LLC, based in Pensacola, FL, with 21 years of industry experience. Rebecca operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 8 clients with $4.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees are negotiable and calculated based on portfolio value as of the last day of the previous quarter.
Fee Estimator
Contact
Rebecca Newton
Location
Pensacola, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Rebecca works in seasonal tax preparation with Intuit Inc., dedicating about 10-20% of her time, including a few hours per week during trading hours. She is also the founder of Financial Journey Courses LLC, spending minimal time on this educational content business.
Employment History
Current Registrations
Financial Journey LLC
Previous Registrations
Concord Wealth Partners
Concord Wealth Brokerage, INC.Broker
H. Beck, INC.
H. Beck, INC.Broker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
UBS Painewebber 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.
Exams
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