New Dimensions Wealth Management, L.l.c.

New Dimensions Wealth Management, LLC is a Registered Investment Adviser based in Allen, Texas, established in October 2009. The firm specializes in providing financial planning and investment management services to individuals and high-net-worth individuals on a fee-only basis. They do not sell commissioned products or accept any form of commissions or finder's fees. The firm's investment philosophy focuses on globally diversified portfolios of stocks and bonds, primarily using no-load mutual funds or exchange-traded funds. New Dimensions manages approximately $153,605,017 in assets as of December 2024, operating on a discretionary basis only. Clients are required to pay a one-time financial planning fee ranging from $3,000 to $5,000, depending on complexity, and an investment management fee based on assets under management, starting at 0.80% for assets up to $500,000. The firm's President, Lance Alston, and Director of Financial Planning, Tiffany Finney-Johnson, both hold the Certified Financial Planner (CFP®) designation and have extensive experience in the financial planning industry. New Dimensions does not accept performance-based fees, and clients have the option to place reasonable restrictions on their investments. The firm does not vote proxies on behalf of clients and does not have physical custody of client funds or securities. Clients receive regular account reviews and reports, and the firm's employees adhere to a strict Code of Ethics to ensure client interests are prioritized.