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They include 72 high-net-worth individuals and 39 individual clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does New Dimensions Wealth Management offer?","answer":"New Dimensions Wealth Management provides financial planning and portfolio management for individuals and small businesses.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does New Dimensions Wealth Management charge?","answer":"New Dimensions Wealth Management charges 0.30%–0.80% a year for its Investment Management Services. The fee is negotiable and has a $6,000 annual minimum.","source":"NDWM FORM ADV2A ADV2B 03-27-2026, filed 30 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does New Dimensions Wealth Management use?","answer":"New Dimensions Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $182M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does New Dimensions Wealth Management have?","answer":"New Dimensions Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does New Dimensions Wealth Management invest in?","answer":"At the end of its last fiscal year, New Dimensions Wealth Management’s separately managed accounts held 98% registered funds (mutual funds, ETFs, BDCs), 1% exchange-traded equities and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns New Dimensions Wealth Management?","answer":"New Dimensions Wealth Management’s direct owners are Richard Alston (50% to 75%) and Tiffany Finney-Johnson (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does New Dimensions Wealth Management get paid?","answer":"New Dimensions Wealth Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact New Dimensions Wealth Management?","answer":"New Dimensions Wealth Management’s main office is at 550 S. Watters Road, Suite 242, Allen, TX 75013. Its phone number is 972-972-8565. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}