# Jeffrey Newkirk

> Jeffrey Newkirk is a fee-only financial advisor at IAS Wealth Management in The Woodlands, Texas. IAS Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jeffrey-newkirk/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** IAS Wealth Management
- **Based in:** The Woodlands, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $588.5M across 235 accounts
- **CRD:** 7890114 (https://adviserinfo.sec.gov/individual/summary/7890114)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2024)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** http://www.iaswealth.com

## Frequently asked questions

### Is Jeffrey Newkirk a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and IAS Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jeffrey charge for financial advice?

Jeffrey's firm, IAS Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jeffrey Newkirk based?

Jeffrey Newkirk is based in The Woodlands, Texas.

### Is Jeffrey Newkirk registered with the SEC?

Yes. Jeffrey Newkirk is registered as an investment adviser representative in TX (CRD 7890114), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does IAS Wealth Management manage?

IAS Wealth Management reports $588.5M across 235 accounts in assets under management.

### How do I contact Jeffrey Newkirk?

Through Jeffrey's website, www.iaswealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7890114): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.