Scott Newhouse
Scott Newhouse is a CFP-designated registered investment advisor at Forthright Finances LLC, based in Tucson, AZ, with 10 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 52 clients with $25M 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 $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1M+ | Included |
For accounts over $1,000,001, a flat $10,000 fee per year is charged. The annual fees are negotiable.
Fee Estimator
Contact
Scott Newhouse
Location
1718 E Speedway Blvd, #4125, Tucson, AZ, 85719
Get directionsHistory
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 ActivitiesSells Insurance
Scott is a life insurance agent, spending a few hours per week on this activity. He also works part-time as a private driver (about 10-20% of his time) and is an investment advisor representative with Forthright Finances, dedicating nearly full-time hours to providing investment advice and financial planning.
Employment History
Current Registrations
Forthright Finances LLC
Previous Registrations
Origin Investment Advisory LLC
Western International Securities
Western International Securities, INC.Broker
Lakeside Wealth Management Group, LLC
First Allied Securities, INC.Broker
Edward JonesBroker
State Registrations4 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.