Jeffrey Newkirk
IAS Wealth Management · The Woodlands, Texas
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.
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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 | $588.5M across 235 accounts |
| SEC registration | Investment adviser representative in TX · CRD 7890114 |
| Exams passed | Series 65 (2024) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.iaswealth.com |
How Jeffrey's firm compares
- IAS Wealth Management's average account is about $2.5 million, from its Form ADV (assets managed divided by 235 accounts).
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Questions about Jeffrey
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in The Woodlands
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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