Dustin Newton is a CFP-designated registered investment advisor at Ascent Financial Group, based in Richmond, VA, with 8 years of industry experience. Dustin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 128 clients with $100M 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 $1.5M | 1.00% |
| $1.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
413 Stuart Circle, Suite 220, Richmond, VA, 23220
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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
Dustin is a partner in Newton Family Holdings, a real estate rental property, since October 2024. He spends minimal time on general rental activities as a landlord.
Employment History
Current Registrations
Ascent Financial Group
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
State Registrations2 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.